News Articles

News

Our news section provides regular updates highlighting recent cases handled by RDT Abogados, as well as notable events in Spain. 

Please visit regularly to benefit from updates in Spanish law and newsworthy court cases.

  • Tax on foreign assets

    09 April 2013

     After some important amendments in relation to the Spanish tax system, the first months of 2013 saw the introduction of the Form 720. The new form is a declaration of foreign assets over €50,000 for all Spanish Tax residents.

    If you have been paying tax in the Spanish territories for the past five years (either as a non resident or as a resident), or you spend at least 184 days a year (half the year plus 1 day) in Spain you are considered as a Tax resident and you must complete and submit the Form 720 declaring all your assets abroad.

    It is important to note that the form is a new requirement that needs to be completed before April 30th; for the following years the deadline will be March 31th for the previous calendar year (the Spanish tax year runs from January to December). Annual submission of foreign assets via the form 720 is mandatory if the value of your assets increase by €20,000 or more.

    The assets which you are required to declare fall into three classifications:

    1) Accounts, funds and liquid assets deposited in financial institutions abroad with a combined value of €50,000 or above by 31st December 2012.

    2) Stocks, Bonds, Values, Financial rights and savings in insurance companies, deposits managed or obtained abroad with a combined value of €50,000 or above by 31st December 2012.

    3) All types of real estate and rights over real estate abroad with a combined value of €50,000 or above on 31st December 2012.

    If the combined value of your assets in any of the above categories is less than €50,000 you do not have to make a declaration for that category. All three classifications above are regarded as individual declarations, but are submitted through the one form.

    Although the Form 720 is (in theory) only a mere “declaration” and not a Tax, failure to submit will incur a fine of €5,000 per category of asset with a minimum overall fine of €10,000. If you are late making your declaration there is a €100 fine per category with a minimum fine of €1,500.

    Please contact us if you require advice on this subject.

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  • Spanish wills

    09 April 2013

     It is now possible to grant a Spanish Will & Last Testament without you having to travel to Spanish and visit a public Notary.

    Those who want to grant a Spanish will can go to his or her local Notary in the UK with the will already drawn. The document, once witnessed by the Notary, can be registered at the relevant office in Madrid.

    Previously it was necessary to travel to Spain to have the document witnessed by a Spanish Notary. However, it is now possible to visit a UK notary at your convenience and receive the exact same level of validation. Whether you have purchased a property in Spain or have savings in the bank or own a car or any other asset, recording your last will and last testament ensures your assets go where you want in the event of your death.

    As explained above, after the will’s grantor passing, its beneficiaries in the inheritance will be able to track down and locate the will at the Madrid Registry, and the documents will be in compliance with the Spanish Law and fully enforceable – exactly as if it had been granted in Spain.

    The Spanish part of the estate will be then divided and transmitted to the inheritors as per the deceased party instructions and in accordance with the applicable Spanish rules.

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  • Repossessions in Spain

    14 March 2013

     The European Court has declared the Spanish system of repossessions to be illegal.

    According to a statement that has just been published by the EU Court of Justice, the Spanish law which governs mortgage repossessions violates the legislation of protection to consumers.

    It concludes that the foreclosure system established in Spanish law, is incompatible with the directive on unfair terms and does not protect the consumer because it allows the loss of property, and eviction, before an action for damages is exercised against the Bank.

    The judgment of the Court of Luxembourg confirms the legal opinion presented in November by the  attorney general to the EU Court of Justice, Juliane Kokott. The Court argues that, "Spanish regulations list the (very limited) reasons by which a debtor may oppose the procedure or foreclosure" and adds that "the existence of an abusive clause in a mortgage contract is not included in those reasons".

    Therefore, the judgment concludes that "Spanish regulation which prevents a judge, who wants to declare a clause within a mortgage contract abusive, from suspending the eviction started by another procedure, is contrary to the right of the Union".

    The current repossession process must now be amended to allow mortgagees to contest any clause within the mortgage agreement that is deemed unfair or abusive.

    Until now the banks could reject discussions with their clients regarding these clauses because they were protected by the strict process enforceable. This EU statement allows the mortgagees to contest any specific clause of the mortgage (such as the overinflated valuation, the high interest rate for the defaults, etc.), and this claim will stop and supersede the repossession process.

    All this comes as another blow to the mentioned Spanish banks repossession processes, already quite weakened by recent local Judgments that have favored the mortgagees in disputes with the banks.

    The European Court of Justice reached this decision after analyzing the question of whether the Spanish Law conforms to European Directives on unfair terms as presented by the Commercial Court No.3 in Barcelona.

    The original case dates back to 2007 when a Moroccan national living and working in Spain took out a Mortgage for €138,000 with Catalunya Caixa to buy a property. He stopped making repayments in 2008, and the bank began foreclosure procedures.

    In accordance with Spanish legislation, the bank was awarded 50% of the value of property because, even following a public auction, no buyer for the property was forthcoming.

    The Moroccan national was expelled from the property on 20th January 2011 even though he had filed a complaint requesting the mortgage contract be deckared void as he claimed the 18.75% interest rate was abusive and as such should halt the eviction procedure.

    However, as mentioned above, the Spanish legislation that regulates this matter prevents the foreclosure process from being stopped if there are no reason as referred to expressly in the law, existence of an abusive clause in the mortgage contract is not one of the accepted reasons . I.e., It is required that the original process is concluded before the bank can be sued for unfair terms within the mortgage, meaning that the consumer might be left homeless while they fight the bank through the courts.

    The Spanish authorities declare just hours after the document was issued that the Law will be reformed as much as it is necessary. It will mean that the whole repossession process will have to be changed. Also, the Law amendments will have retroactive effect, being possible to claim for abusive clauses on cases already started.

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  • Mortgage Reforms

    11 February 2013

     The Spanish government's reaction to widespread mortgage issues.

    The Spanish Ministry of Finance recently passed through Parliament a set of reforms under the very revealing title of “The unbalance between the banks and the costumer’s rights”' This motion introduced significant reforms in mortgage, general lending rules and practices in Spain.

    The main points of the reform, which will affect not only the new mortgages but also all those already agreed and enforceable between banks and debtors, are:

    • The minimum percentage value at which the bank will be able to repossess the property will be 75 % (of the said property value).
    • The term for the mortgage cannot go beyond 30 years.
    • The interest rate for the defaulted payments cannot go above 12 % or only three times the reference rates, whichever is lower.
    • The swap, floor and cap clauses, and all clauses relating to currency exchange rates, will have to be explained separately and clearly by the notary at the signing. The notary will be able to request from the lender a precise and detailed manuscript of these clauses. The notary will have to make sure that the terms and conditions of the clauses stipulate a reciprocal protection in relation to the interest rates and the currencies exchange.
    • The banks will not own more than 10 % of the shares of any valuation company, hence limiting the influence on them. During the “construction bubble”, i.e. from 2004 until 2008, the banks in Spain virtually owned the valuation companies, and pushed for these to issue surveys at higher values, and thus provoking an over-inflation in prices that has been deemed as a direct component of the very recent real estate crisis.

    All the previous rules will be enacted under an urgent Law approval procedure, and it’s expected to be passed and enforceable in a matter of a few months.

    The Spanish financial authorities are trying to eradicate a situation that’s been described as “highly unfair” by several independent and highly qualified surveys by the Spanish Lawyers Association and Magistrates, mainly because it dates as far back as 1946 and has been described as too strict and not flexible enough to adapt its rules to the modern banking practices and, most of all, to the situation provoked by the recent financial crisis.

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  • Bank Investments (Swaps)

    09 January 2013

    In the last two weeks two important judgements have been passed in Spain.

    In the first, Banco Popular has been forced to return some investments, plus interest and the Court costs. The case started due to a couple, clients of the bank, claiming that the bank entered a swap clause in a mortgage agreement without advising them properly how that financial product actually worked in relation to the mortgage.

    Sudden movements in the interest rate markets provoked that the savings account of the mortgagees was literally emptied, to their astonishment.

    The Court ruled that that product, the swap, is totally unsuitable for an average mortgage applicant and that its inclusion in the agreement was “definitively abusive, almost fraudulent”.

    In another Court case, a court has ruled as abusive the interest set by Caja Laboral at 18 % for overdue amounts in a mortgage. In this case, the Court has stated that “the rate is totally out of proportion when the reference rates were [at the time of the agreement] 4 %.

    The judge from the second case issued a note to the Magistrates Association recommending to review all similar cases brought to the courts under the light of the protection the consumers must have in their deals and agreements with the banks, as the weaker part in these type of contracts.

    These two judgements have caused great satisfaction in consumers associations, law firms and independent financial advisors, which have been demanding the authorities a tighter control on the banking industry.

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  • Off Plan Property Purchases

    03 January 2013

     A Court in Barcelona has passed judgment favouring the buyers in a case of off-plan property purchase, in which the mandatory bank guarantees were not issued and delivered to the buyers. The judgement states that the developers’ Directors have full personal responsibility and are ordered to return the deposits paid.

    Off-plan purchases have brought much distress – and also heavy financial losses – to numerous buyers in their second residences in Spain. Lured by bargains, offers and discounts, many British citizens have got into trouble by hastily making down payments on off-plan properties on projected developments and constructions that ultimately failed to be completed.

    The recent economic crisis has only accentuated the problems, as it brought enormous financial hardship to virtually all small and medium builders in Spain, as the “bricks and mortar bubble” exploded suddenly in late 2008. This has ensured that thousands of properties have been left unfinished and the buyers not only did not get their dream homes, but actually lost their initial deposits.

    Despite this situation, the Spanish Law stipulates (from 1967, no less) strong means to protect the buyers and their deposits.

    It is mandatory that a bank guarantee is issued by the builder’s bank in order to protect all the deposits paid by the buyers initially at the stage commonly known as “private contract signing”.

    However, many developers, to avoid blocking funds at their banks, have regularly managed to avoid this requirement and, at the private contract signing, just mention that the guarantee will “be sent shortly after the contract signing”.

    The bank guarantee is rarely issued beyond this event, so the buyers’ deposits are totally unprotected – and in the end if the builder goes into Administration or simply closes down the business leaving the properties unfinished, there’s no way to recover the funds paid; until now.

    The Judgement issued just before Christmas by a Barcelona Court completely changes the previous scenario. In this Judgement, the partners of the building company are made fully responsible for the funds received by the company once it ceased the business without completing the construction.

    It is important to understand the fact that this ruling opens an important door to claim for the return of the deposit to those partners, principals and directors of the building company, even if the company has been legally closed down and liquidated.

    Academic sources in Spain have supported the Judgement commented above, insisting that is more than obvious the malpractice of the said companies responsible parties who, in many occasions voluntarily, failed to fulfil their mandatory duties with their buyers.

    Some associations of consumers and local solicitors are recommending going actually one further step beyond, even pursuing the buyers’ deposits through criminal Courts requesting full liability from the builders’ representatives.

    The Spanish Prosecution Service has promised to act promptly review most carefully the cases brought forward to its knowledge and competence.

    If you feel that this judgement may assist you, please contact us for a no-obligation consultation.

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  • Residency through investment

    03 January 2013

     The Spanish Government is reforming the law in order to grant residency permits to foreign nationals who purchase a property in Spain. The minimum purchase price of the property is €160,000.

    The underlying aim is to assist the banks to sell some of the vast amount of properties built during the real estate boom between 2000 and 2008, in which more properties were built in Spain than in any other European country.

    The Law is currently under review by the Spanish Parliament. It is likely to come into force very soon, possibly by the beginning of the coming year, 2013.

    The Spanish Socialist party, currently in the opposition, has said that this is not a correct measure to try and solve the problems of the Spanish economy.

    However, the Government replied that very similar, if not identical, Laws has been put in place recently, rather successfully, in countries such as Portugal and the Republic of Ireland, and that these Laws are helping to boost the economy.

    In general, the proposed legal amendments have been well received by the consumers and, obviously by the banks, but also by potential residence applicants, who rushed to request information from all sources, and who have complained that the current Law regarding residency via financial means is quite complex – under the current state of things to gain residency in Spain the applicant must prove a steady and high monthly income, which can often be difficult to prove.

    Further details on exact requirements and application process will be issued by mid December, with the new system in place by January 2013.

    If you are interested in obtaining residency in Spain, please feel free to contact us for a no-obligation consultation.

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  • Dacion en Pago

    04 October 2012

    The Spanish Socialist Party, currently in opposition, has announced that, once in Government, they will alter the mortgage system to facilitate settlements in the event that the mortgagees cannot continue with the monthly payments.

    The party will ensure a clause is included within the mortgage deeds whereby the bank pre-agrees a settlement - dacion en pago - at any point upon request of the mortgagee.

    As expected, the banks have reacted cautiously, but have started to offer that possibility to new clients applying for mortgages. The current Government has announced some changes to go along with the trend.

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  • Bankia Investigation

    04 October 2012

    A judicial investigation has recently opened in the High Court against the executives of Bankia, the bank created by the merger of different entities (mainly regional savings bank, or “cajas”).

    Bankia's main component, Caja Madrid was, during the 1980s, the fourth largest Spanish financial institution and second largest European savings bank. Caja Madrid had started to lower the risk assessment on mortgage applicants, to a level that has been described by the Court investigators as “alarmingly unprofessional”.

    The inspection reports that were commissioned by the Madrid High Court, and conducted by the Bank of Spain, concludes that the basis for the financial problems had commenced between 2003 and 2007.

    During those years, Caja Madrid slipped into a growing spiral of irresponsible lending via mortgages and off-plan building without proper risk assessments.

    "It is clear the failure that has resulted have made swing the expansion of housing in a credit policy based on lending by more than 80% of the guarantee, some times over 100 % of the collateral (...)" is one of the conclusions; "loans were granted to those who, in fact, had no ability to pay," stated the inspectors.

    By 2010, Caja Madrid alone had  accumulated € 7.2 billion in “dubious or difficult to recover” loans, plus an extra € 6.2 billion in high risk financing. The inspectors described the profile of Caja Madrid as an "Entity with adjusted solvency and decreasing profitability."

    Two circumstances led to the situation as described: a) the number of mortgages approved without a real risk assessment on the actual financial capacity of the mortgagees, and b) the over inflated appraisal of the properties guaranteeing the mortgages.

    The combination of these two factors ensured that 20 % of the mortgages were granted in a way that menat is was virtually impossible for the bank to recover the loan. There are thousands of cases where applicants have insufficient income to pay-off the mortgage, yet many were given 110 % of the property’s value.

    The investigation is still open and it is expected to reach the top executives of the bank between 2004 and 2010 (now already discharged of their posts at that time).

    How is this situation affecting current mortgagees that cannot carry on with the mortgage repayments?

    Quite directly. The Higher Courts are increasingly basing judgement on the value of the property at the time of purchase, and not (as the banks prefer) the market value at the moment of the settlement.

    The reasoning is simple: the lending bank commissioned and approved the valuation at the time of purchase, so now it has to bear the consequences of it.

    These inflated valuations helped to create an unsustainable market bubble that exploded by the end 2007, bringing down the property prices dramatically and affecting, not only the macroeconomics, but the day by day households finance.

    Based upon these recent cases,  the Magistrates are claiming that the weaker party in the mortgage should not carry entirely the negative consequences of the current financial climate, but very much on the contrary, the banks should be made responsible for it, hence take the consequences. The Judgements are constantly citing, for instance, that “the financial system is entirely responsible for this current crisis, and the banks are main players in that system”.

    If you have a mortgage in Spain and are struggling to meet the repayments, please contact us.  We offer a no obligation consultation and it is likely that we can assist.

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  • Dacion en Pago clause

    17 September 2012

    Those applying for a new mortgage in Spain should request article number 140 of the Mortgage Law to be included within the mortgage deed.

    This article does not change the mortgage terms in any manner, but only pre-agrees an unconditional settlement during any period of the mortgage term, should the client decide to return the keys to the bank, giving up the property.

    In another words, it is a door open for an early settlement ("dacion en pago") any time the mortgage holder should decide to exit the mortgage.

    It is little known that this article has existed in the Spanish legislation for over a century, but the banks do not usually mention, let alone offer it, while discussing the terms and conditions of the mortgage.

    Please feel free to contact us if you are applying for a mortgage or remortage in Spain.  We may be able to assist with negotiating your mortgage terms.

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  • New Criminal Legislation

    17 September 2012

    On Friday 14th September 2012, the Spanish Government announced an important change in legislation.

    A new Criminal Act will be proposed to the Parliament. This new law will introduce terms of life imprisonment in relation to criminal sentences for several major offences and also to those who are considered as persistent offenders.

    The act will also increase sentences for terrorism, general indiscriminate violence, sexual offences, fires intentionally provoked and murder. The new Criminal Code is expected to be passed and enforceable during early 2013.

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  • Lease Agreements

    11 September 2012

    A new Law was passed on August 24th 2012 which aims to "improve the security and certainty" of both landlords and tenants, says the Spanish Government.

    The new Law will try and achieve enhanced security for both parties by "encouraging rental housing owned by non-residents, giving greater legal certainty to owners so that they get to market homes and, last but not least, providing access to housing for those of young age and lower income families." New and further reforms of relevant Laws (such as the Civil Procedure Law) will follow.

    One of the more relevant aspects of the Law recently introduced is that it will take just ten days to evict tenants who fall behind in paying the monthly rent.

    According to the Ministry, with the current rules the landlord is forced to file an action at court and obtain a favorable judgment for non-payment of rent as the only way to an eviction. In addition, in the previous situation, the tenant had the chance to pay at the last minute and the process would cease.

    By simplifying the requisites for the eviction, the authorities look also to unblock the chronic delays within the court system in Spain. The new set of rules also gives the tenant the option to terminate the contract by giving the landlord one months notice.

    It also ensures that the owner may recover the property, without so provided for in the lease, if five years have elapsed since its signing. This will be permissable in the event of the landlord requiring the property for themselves, first degree relatives by blood or adoption or your spouse divorce or annulment after a two-month period of notice.

    Another relevant change is the chance that the parties will have to agree any kind of scheme to keep the monthly rent up to date. Under the previous regulation, the rent had to be kept necessarily linked to the C.P.I., whereas now the intervening parties can freely agree any reference or rate to keep the rent up to date.

    Please don't hesitate to contact us if you are in a dispute with a tenant or landlord.  We offer no obligation consultations on all lease matters.

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  • Timeshare Legislation

    11 September 2012

    The Spanish authorities completed this summer relevant amendments within the local Laws to fully adapt the Spanish legal system to the European regulation of contracts and agreements defined as “timeshare”.

    The EU authorities started by 1994 to rule, quite strictly, timeshare contracts between companies and consumers. This regulation culminated in 2008, with the Directive 122/2008, which made mandatory within all European States a set of rules to protect the users of timeshare developments and, in general, holidays schemes.

    In June, Spain the Law (through the Royal Decree 8/2012) that aims to put an end to the controversies, and also abuses, originated by the previous situation. The mentioned abuses related, mainly, to extremely long (in some occasions of lifetime length) agreements, numerous deposits and down payments lost and hidden or non legible clauses in the contract.

    Under the new rules, from June 2012 the contracts and in general schemes or products within timeshare agreements to be enjoyed or executed in Spain must comply with the following;

    1. The timeshare holidays or any kind of product/shared ownership offered for holidaying cannot be offered as an investment.
    2. The terms and conditions marketed, whatever means they are issued (newspaper, online, brochure, etc.) will be clear, simple and straightforward; and this information, even if preliminary, will be enforceable in the contract to be signed at a later stage by the parties.
    3. The company cannot request down payments, deposits, monies on account or any kind of funds in advance before the contract is formally agreed.
    4. The client can withdraw from the contract after the second instalment paid, if (as it very often, if not always, happens) the contract is agreed on a long term basis against fees or costs to be paid in equal and periodical instalments.
    5. The client will be able to desist (without any cost, penalty or fee whatsoever) in any case within 14 days after signing the contract.
    6. The contracts will be drawn in the language of the client and also in Spanish, if the place where the said client will be enjoying the holidays will be Spain.
    7. It will be null and void any reserve or renounce to any of the rights granted by the applicable Law.

    Please feel free to contact us if you have an exisiting timeshare agreement or are considering a timeshare proposal.

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  • New Financial Regulations

    04 September 2012

    The Spanish Government introduced a new set of rules on Friday 31st August 2012 in order to both reorganise the Spanish financial system after the recent crisis, and to restructure the financial system. This new legislation is primarily aimed at the saving banks.

    The new regulation was issued under a long and complex Law (the Royal Decree 24/12) of wide scope that aims to end the unstable situation of the Spanish banks after the crisis reached its peak earlier this summer.

    The issues covered by the new legislation are;

    • The high level of properties the banks are accumulating as a result of constant asset repossessions and mortgage defaults, and the effect that this is having on the real estate market.
    • The confusion generated after a significant sale of investment products by the banks, in a desperate attempt to gain liquidity after a massive mortgage default that has hit, quite alarmingly, the balance book of several institutions.

    The solutions proposed in the RD 24/12 are various, but can be summarised as follows:

    • It gives the Spanish financial authorities the right to take over “early”, any institution likely to get into financial trouble. This measure is aimed to avoid situations like those provoked by CAM bank and, mainly, Bankia, the latter a merge of various institutions all very active in the mortgage market between 2005 and 2008 and whose accounts were unbalanced due to bad loans.
    • The authorities will be able to decide whether to inject public funds or to liquidate any institution with serious liquidity issues.
    • An institution, named already as “bad bank” or “toxic bank” will be created. It will be owned and controlled by the Government and will have the purpose of handling all assets repossessed by the banks after mortgage defaults, and that are currently impossible to sell in the local real estate market due to their loss of value. These assets could be written off the institutions’ accounts, hence facilitating the banks a normal access to credit in the financial markets. The financial authority, via the ad hoc vehicle described, will have up to 15 years to liquidate these assets at levels that will allow the banks to recover the funds lent with the mortgages.
    • To avoid the situation generated with the deposits known as “preferred participations” (an investment midway between a long term deposit and a capital-stock purchase, with an intricate yield and obscure terms) the banks will not be allowed to sell sophisticated investment products to individuals, but only to investment companies.

    Despite another set of rules is expected shortly, the RD 24/12 has been well received by the specialised media, the Spanish stock market and the consumer associations, all of which have been openly upset and disappointed recently with the Government after it failed to provide stability to the financial situation after the constant rumours of a Spanish default and rescue by the EU.

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  • Mis-sold Bank Investments

    21 June 2012

    The Regional Chief Prosecutor of Galicia has issued a press release stating that he is preparing a criminal action against Novagalicia, as the entity “CaixaNova” (formerly an independent entity but currently one of the Cajas that merged to form Novagalicia) may have committed a fraud when selling preferred participations (investment products) to many individual clients.

    The way the Caja sold the product was entirely against the rules laid down by the Spanish Savings and Investments Authority (Comisión Nacional del Mercado de Valores).

    This body requested that all financial institutions should not offer the preferred participations to regular clients, but only to those with: a) regularly high balances, and b) who were knowledgeable and experienced investors. The Financial Authority recommended detailed verification of those clients interested in this particular type of investment, in order to check the suitability of the client to the financial products.

    However despite the regulations, the Prosecutor in this case is aware that the higher management of the Caja gave instructions to sell the participations “as much as possible, without any restrictions and regardless of the balances held in the account – the more subscriptions the better”.

    Some clients of the Caja that had funds in saving accounts have stated that they received enforceable contracts and subscriptions of the participations even if they had not applied for the investment, and much less agreed to them.

    An especially grave case has been known in which a client of Caixanova did agree to the investment by stamping his inked fingerprint in the contract, as he was illiterate.

    The Prosecutor’s press release was issued in early June 2012 and the case is expected to reach the Criminal Court shortly, with the representatives having to declare all the related facts.

    Some Spanish banks have started to offer and exchange the preferred participations for normal saving accounts or shares of the bank, after the complaints have literally flooded many bank´s ombudsman. However, Novagalicia has not offered any similar settlement to its clients. It is estimated that a figure of around € 30 billion has been invested in this product in Spain in the last five years.


    If you believe that you have been miss-sold an investment product in Spain please feel free to contact us for a no-obligation consultation.

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  • Mortgage Resolution

    26 April 2012

    The Spanish Government has issued a further Resolution, which clearly points towards looking for a permanent solution to the ongoing problem of mortgage disputes.

    On April 10th 2012 the Spanish Ministry of Finance invited the Spanish financial institutions to sign up to a Resolution by which the said institutions agree to coordinate and organize mechanisms to settle those mortgages that the debtors cannot afford to continue paying.

    The majority of the Spanish banks (see complete list of signatories below) have formally agreed to this scheme, and although it does not mean an automatic solution to all mortgagees in trouble, it is another step in the direction of providing new ways to settle with the banks by returning the property.

    Under certain conditions the banks agree to take the property back, and by doing so, they agree to cancel the debt entirely, even to those mortgages with negative equity.

    As mentioned above this is a quite important step towards a full regulation of the problem in a way that will lead in the near future to a full implementation of a flexible system for settlements (or dación en pago, as known in Spain).

    Complete list of Financial Institution joining the Spanish Government Recommendation.

    • Arquia Caja de Arquitectos, S.C.C.
    • Banca Cívica, S.A.
    • Banca March, S.A.
    • Banco Bilbao Vizcaya Argentaria, S.A. (BBVA).
    • Banco Caminos, S.A.
    • Banco Cooperativo Español, S.A.
    • Banco de Caja España de Inversiones, Salamanca y Soria, S.A.U.
    • Banco Español de Crédito, S.A.
    • Banco Etcheverría, S.A.
    • Banco Grupo Cajatres, S.A.
    • Banco Mare Nostrum, S.A.
    • Banco Pastor, S.A.
    • Banco Popular Español, S.A.
    • Banco Popular-e, S.A.
    • Banco Sabadell, S.A.
    • Banco Santander, S.A.
    • Bankia, S.A.
    • Bankinter, S.A.
    • Bankoa, S.A.
    • Barclays Bank, S.A.U.
    • BBK Bank Cajasur, S.A.
    • Caixa de Credit dels Enginyers-Caja de Crédito de los Ingenieros, S. Coop. de Cdto.
    • Caixa Popular-Caixa Rural, Coop. de Crédito.
    • Caixa Rural Altea, S. Coop. de Crédit V.
    • Caixa Rural Benicarló, S. Coop. De Crèdit V.
    • Caixa Rural de Callosa d'en Sarrià, S. Coop. de Crédit V.
    • Caixa Rural de Gijón, Cooperativa de Crédito.
    • Caixa Rural de L'Alcudia, S. Coop. V. de crédito.
    • Caixa Rural Galega, Soc. Coop. de Crédito Limitada Gallega.
    • Caixa Rural La Vall San Isidro, Coop. de Crédito V.
    • Caixa Rural les Coves de Vinroma, S. Coop. de Crédit V.
    • Caixa Rural Sant Josep de Vilavella, S. Coop. de Crédit V.
    • Caixa Rural Torrent, S. Coop. de Crédit V.
    • Caixabank, S.A.
    • Caja de Ahorros y Monte de Piedad de Ontinyent.
    • Caja de Crédito Cooperativo, S.C.C. (NOVANCA).
    • Caja Laboral Popular, Coop. de Crédito.
    • Caja Rural Católico Agraria, S. Coop. de Crédito V. de Vila-Real.
    • Caja Rural Central, S. Coop. de Crédito.
    • Caja Rural D'Algemesi, S. Coop. V. de Crédit.
    • Caja Rural de Albacete, Ciudad Real y Cuenca, S.C.C. «Globalcaja».
    • Caja Rural de Albal, Coop. de Crédito V.
    • Caja Rural de Alginet, S. Coop. de Crèdit V.
    • Caja Rural de Almendralejo, Sdad. Coop. de Crédito «Cajalmendralejo».
    • Caja Rural de Asturias, S.C.C.
    • Caja Rural de Baena Nuestra Señora de Guadalupe, S.C.C.A.
    • Caja Rural de Cañete de las Torres, Ntra. Sra. del Campo, Sdad. Coop. Andaluza de Crédito.
    • Caja Rural de Castilla-La Mancha, S.C.C.
    • Caja Rural de Cheste, S. Coop. de Crédito.
    • Caja Rural de Córdoba, S.C.C.
    • Caja Rural de Extremadura, S.C.C.
    • Caja Rural de Guissona, S.C.C.
    • Caja Rural de Navarra, S.C.C.
    • Caja Rural de Salamanca.
    • Caja Rural de Soria, S. Coop. de Crédito.
    • Caja Rural de Teruel, Soc. Coop. de Crédito.
    • Caja Rural de Utrera, S.C.A.C.
    • Caja Rural de Villamalea, S. Coop. de Crédito Agrario.
    • Caja Rural de Villar, C.C.V.
    • Caja Rural de Zamora, Cooperativa de Crédito.
    • Caja Rural del Mediterráneo.
    • Caja Rural del Mediterráneo, Ruralcaja, S.C.C.
    • Caja Rural del Sur, S.C.C.
    • Caja Rural La Junquera de Chilches, S. Coop. de Crédito V.
    • Caja Rural Ntra. Sra. del Rosario, Sdad. Coop. Andaluza de Crédito.
    • Caja Rural Ntra. Sra. Madre del Sol, Sdad. Coop. Andaluza de Crédito.
    • Caja Rural San Isidro de Villafamés, S. Coop. de Crédito V.
    • Caja Rural San Jaime de Alquerías del Niño Perdido, S. Coop. de Crédito V.
    • Caja Rural San José de Almassora, S. Coop. de Cdto. V.
    • Caja Rural San José de Burriana, S. Coop. de Crédito V.
    • Caja Rural San José de Nules, S. Coop. de Crédito V.
    • Caja Rural San Roque de Almenara, S. Coop. de Crédito V.
    • Cajamar Caja Rural, S.C.C.
    • Cajasiete Caja Rural, S.C.C.
    • Catalunya Banc, S.A.
    • Colonya Caixa D'Estalvis de Pollença.
    • Crédit Valéncia, Caja Rural, S. Coop. de Crédit V.
    • Ibercaja Banco, S.A.U.
    • ING Direct NV, sucursal en España.
    • Kutxabank, S.A.
    • Liberbank, S.A.
    • NCG Banco, S.A.
    • Nueva Caja Rural de Aragón, S. Coop. de Crédito.
    • Popular Banca Privada, S.A.
    • Ruralcaja, S. Coop. de Crédito.
    • Targobank, S.A.
    • Unicaja Banco, S.A.U.
    • Unnim Banc, S.A

    If you have a mortgage in Spain and are having difficulty meeting the repayments, please contact us today for a no-obligation consultation.

     

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  • Inheritance tax reclaim

    17 April 2012

    RDT Abogados are delighted to announce the launch of our No Win No Fee inheritance tax reclaim.

    If you have paid inheritance tax in Spain within the past 4 years, we may be able to assist with the recovery of the majority of the amount paid. It is a requirement that either the deceased or yourself were non-resident at the time of payment.

    The inheritance tax law in Spain differs for residents and non-residents. The tax levied for non-resdietns is significantly higher than for residents. This method of taxation is in clear breach of European Union legislation, which stipulates anti-discrimination as per the EU Treaty.

    On this basis, RDT Abogados are able to claim back the overscharged tax amount from the Spanish authorities. Our bi-lingual team of solicitors have many years of experience in dealing with tax issues in Spain.

    We are confident in our ability to obtain refunds for our clients and accordingly have set a No Win No Fee payment structure for new clients.

    Key Points:

    • Term to claim: four years from payment of tax (date stated on forms 650 or 652) and not of the passing of the deceased party.

    • Inheritance tax payment of more than € 4,000.

    • Taxes paid in relation to the donation of a property can also be considered to an application to reclaim.

    • Non resident citizen of any EU country or Norway. Any other country will be considered (will depend on treaties between the relevant states). It is not possible to claim for Swiss citizens.

    • Minimum original documents to supply: forms submitted to Spanish tax office, inheritance deeds and power of attorney (once the claim is approved by RDT Abogados).

    • Only spouses by matrimony and ascendants and descendants (sons, grandsons, parents and grandparents) beneficiaries can claim – not common law spouses.

    • Average term for claims: 18 months. The claim must go to tax office in Spain, Spanish Court and EU Court.

    • RDT Abogados offer a No Win No Fee service. A Success Fee will apply.

    • A Power of Attorney will be required. This will involve a visit to Notary. The Notary will charge the client directly for processing the document.

    The original documents as listed above, together with our Terms of Business (available upon request), should be sent to our London office.

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  • New Alicante Office

    17 April 2012

    RDT Abogados are delighted to announce the opneing of our new Alicante office.

    Our Novelda office has relocated to Alicante city centre.  The new office is located at C/ Antonio Galdo Chapuli, 15 and is situated 50m from from the British Consulate.

    If you are in Alicante and require legal assistance, please don't hesitate to drop into our offices, where Silvia, Susi and Dulce are on hand to assist.

    The office is open 9.00 am - 5.00 pm Monday to Friday.

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  • Spanish Ombudsman report on mortgages

    03 February 2012

    On 27th January 2012, the financial Ombudsman in Spain issued a report and conclusions on the current issues affecting mortgages in Spain.


    This report is the result of the numerous complaints of mortgage holders when, due to the current financial climate, they struggle to repay and cancel the mortgages.


    The report points out the many wrongdoings of Spanish mortgage lenders over the past few years and specifically during the property boom.

    The main criticisms relate to the lack of clarity on the main financial terms and conditions and poor or non existent English translations available to those without enough knowledge of the Spanish language.


    The Ombudsman firmly not only recommends but instructs the banks to rectify these issues.
    However, most importantly, the survey addresses a recurring problem that affects most if not all the mortgages in default.

    In Spain, repossession is undetaken without consideration of the value of the property at the time of repossession. The value used is that of the original bank valuation upon purchase.


    So, if for instance a property is charged with a mortgage of € 100,000, but after several years the bank repossess the property and it is sold at public auction for, say, € 60,000 and the mortgage repayments over the years have reduced the balance by € 10,000, then the bank has the right to chase and claim from the mortgage holder the remaining balance which, in this example, would be € 30,000.


    This means that, apart from losing their properties, the mortgage holders owe the bank a large amount of money. Also, it makes impossible to reach an agreement with the bank when the mortgage initially falls into arrears, as the bank will expect the property plus a lump sum to cover any shortfall.


    The Ombudsman’s report clearly states that this system is completely unfair and abusive, as the banks take full advantage of the fluctuations, in many occasions dramatic, of the property market.
    The report mentions several precedents from the Higher Court in Spain that recently (and increasingly) have observed this unfairness and have judged in favour of the mortgage holders. This has enabled mortgage holders to be released of their financial obligations by returning the keys back to the bank, and by doing so cancelling the debt in full.


    The report also request that the banks include a clause in new mortgages that will allow settlement between bank and buyer, by returning the property to the bank, if at any moment the mortgage holder cannot keep on paying the monthly instalments. This clause is previewed already and available by law and can be claimed by new purchasers of real estate when buying in Spain.

     

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  • Huma Mediterraneo

    16 January 2012

    RDT Abogados is representing a group of UK clients who placed deposits for properties on Almanzora Country Club.

    The developer was Huma Mediterraneo.

    The class action is progressing well, and with the benefit of a bank guarantee from Banco de Valencia, we expect a positive outcome this summer.

    It is not too late for individuals to join proceedings. It may be that we can claim under the bank guarantee that we presently hold.

    If you have placed a deposit with Huma Mediterraneo, please contact us for a no-obligation consultation.

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  • Amendments to Immigration Law

    13 December 2011

    The law RD 1710/2011, dated November 18th, changes the regulation on immigrants entering Spain.

    This recent law modification simplifies the procedures and requirements to obtain legal residency in Spain. 

    In particular, the amendments will benefit the relatives of EU citizens with residence in Spain.

    The alterations to Spanish immigration law are relevant specifically in two areas:

    • Reducing the terms to obtain legal residence for non-EU born relatives of EU citizens with residence in Spain. Five years are reduced to three in case of matrimony with a non-EU born.
    • Giving stronger legal protection to relatives and spouses involved in expulsion cases.
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  • Reduction to Notary Fees

    13 December 2011

    A rule was recently issued in Spain (RD 1612/2011, dated November 14th) in which Notaries and Registrars are forced to amend their fees and adapt them to previous regulation on public services.

    The most important rule is that protecting the mortgage holders in cases of subrogation, refinance and settlement with the bank via returning the property’s keys (in Spanish “dacion en pago”).

    In all these cases the Notaries are forced to review and reduce their fees by approximately 5 %.

    The Land Registry fees will be reduced by roughly the same amount.

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  • Further judgement in favour of borrower

    15 November 2011

    A first instance court in Madrid has judged against Bankinter in a claim made by a borrower in relation to the terms and conditions of a mortgage loan.

    The sentence states that the swaps (or any other mechanism of cap and floor of interest rates) will have to be "clear, complete and fully comprehensible" to the borrower, otherwise they will be declared null and void and of no application to the agreement between the bank and the individual.

    The sentence goes further, saying that the terms and conditions relating to interest rates must be understandable to an "average individual, not familiar either with financing or with the basics of banking".

    Also, the sentence says that this protection is valid even if the borrower has benefitted from favourable movements of interest rates during the course of the loan repayments.

    Please don't hesitate to contact us if you need any advice in relation to your mortgage in Spain. We would be happy to review your mortgage contract and provide impartial advice whilst taking into account your circumstances and intentions.

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  • New wealth tax in Spain

    31 October 2011

    The Spanish authorities have recently introduced a new wealth tax in Spain , which may affect some some foreign property owners.

    In view of Spain's current economic woes, it is no surprise that the government in Madrid have been seeking ways to generate additional tax revenue.

    Accordingly, a wealth tax has been introduced by Royal Decree from September 2011.  This form of taxation will stay in place for at least two years.

    The tax will affect individuals with assets valued at €700,000 or above.  The tax liability in most cases will amount to around 2% of the value of the assets.

    Each individual will need to submit an annual self assessment tax return.  A local tax representative should also be appointed.

    The authorities are able to impose fines of up €1,000 for late submission or non appointment of a tax representative.

     

     

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  • VAT reduction on new build purchases

    12 October 2011

    On 19th August 2011 the Spanish government announced a 50% reduction in the I.V.A. payable on purchases of new build properties throughout Spain.

    This means buyers will now only pay 4% tax on the purchase price.

    This reduction is applicable until 31st December 2011.

    The Spanish government has taken action in an attempt to stimulate the property market and encourage buyers to reduce the number of vacant new build properties throughout the country.

    The number of newly built unsold properties is currently estimated at 700,000.

    Industry watchdogs hope that the lower rate of I.V.A. will assist the beleagured construction industry.

    It is also good news for buyers of off-plan properties, who will now benefit from lower completion costs.

    If you are buying a new build property and would like a quoation for conveyancing please don't hesitate to contact us.

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  • Mortgage Issues in Spain?

    11 October 2011

    The Audiencia Provincial of Girona (or Higher Court, a second instance between the Juzgados de Instancia - first instance - and the Supreme Court), has judged recently in favour of the claimant against Deutsche Bank in a mortgage dispute.

    The first instance judged that, after repossessing a property charged with a mortgage, the bank had the right to claim from the mortgage holder the balance between the value of the property at the moment of repossession and the market value of the said property.

    Since the market value of the properties has decreased considerably because of the general financial climate, in virtually all cases of repossessions the mortgage holders find themselves sued following repossession.

    This sentence in the province of Girona, sets a precedent in the sense of declaring the debt totally cancelled once the property is repossessed by the bank.

    As this judgement has been passed by a higher court, it can be claimed as a precedent in similar cases throughout Spain.

    Please feel free to contact us if you find yourself in similar circumstances.

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  • New website goes live!

    26 September 2011

    RDT Abogados are delighted to announce the launch of our new and improved website.

    The English language website has been developed specifically for the UK and Irish markets. You will find an overview of the main services offered by RDT Abogados.

    If you require assistance in relation to a subject matter not detailed on the site, please feel free to contact us.
     

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Key Contacts

United Kingdom
41 Lothbury
London
EC2R 7HG

T: +44 (0)203 475 40 41
F: +44 (0)203 475 41 42


Ireland
Lis Cara Business Centre
51/52 Fitzwilliam Square West
Dublin 2

T: +353 1 903 6403


Alicante
C/ Antonio Galdó Chapuli, 15
03001 Alicante


Barcelona
Rambla Catalunya, 99, 1st Floor
08008 Barcelona


Canary Islands
Albareda, 111
35008 Las Palmas


Malaga
Avenida Tomás Pascual 34, bajo.
Urbanización La Quinta.
Benahavis
29679 Málaga