Lucia Mendez Ortega

Lucia has five years of experience in personal and non-resident taxation. She joined BMC in 2023, where she advises high-net-worth individuals, expatriates, and international executives on Spanish tax residency, personal taxation, and obligations to declare overseas assets.

Her work includes processing elections to the special regime under the Beckham Law for workers relocating to Spain, filing IRNR returns for holders of Spanish-source income and property, and managing Forms 720 and 721 relating to overseas assets and cryptocurrencies. She has an in-depth knowledge of the tax residency thresholds and the Spanish Tax Agency’s criteria in dual-residency situations, allowing her to anticipate contingencies before a client changes their personal or financial circumstances.

A significant part of her practice focuses on pre-relocation planning: she accompanies international executives and professionals in the period before their arrival in Spain, helping them understand the tax implications of their new situation with enough lead time to structure their remuneration, investments, and asset positions correctly before the change of residence. That early planning can make a very significant difference to the tax burden in the first year in Spain.

She also advises on the management of mixed-jurisdiction assets: overseas real estate, interests in non-resident companies, accounts at European banks, and financial assets of various kinds. Form 720 is an area where the complexity and severity of penalties for non-compliance make specialist advice essential, and Lucia handles these files with precision for her clients.

Her command of Portuguese allows her to coordinate directly with tax advisers in Portugal and Brazil on private client matters involving links to the Lusophone world — particularly useful for families with assets or businesses in that region. She holds a Master in Tax Advisory from ICADE and a law degree from the Universidad de Salamanca. She speaks Spanish, English, and Portuguese.