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OASIS EUROPE
Tool Suite

Tool 04 · Killer differentiator · Free

What does Marbella property actually cost you in tax?

Under the 1971 Spain-NL treaty, your Spanish property is functionally tax-sheltered from Dutch Box-3. Side-by-side: NL cash vs NL stocks vs Spanish RE.

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Personal situation

Annual saving vs. holding the same value as NL cash

+€10,178

Effectively, the 1971 Spain–NL treaty exempts the Spanish property from Box-3 with progression — saving 1.27% of the property value every year.

Annual tax burden — 3 scenarios

NL cash€19,138 · 1.91% effective
NL stocks (2026)€19,138 · 1.91% effective
Spanish RE€8,960 · 0.90% effective

Same €1,000,000 portfolio across all 3. NL cash + stocks taxed by Dutch Box-3 with progressive deemed-return rates. Spanish RE uses 1971 treaty: Spanish IRNR + IBI + wealth tax; Dutch Box-3 still calculates but treaty-offsets the Spanish portion (voorkomingsregeling).

Spanish RE — annual tax composition

IRNR rental (19% on net rental income)
€5,130
IRNR imputed (cadastral × 1.1% × 19% × non-rented %)
€472
IBI (~0.5% of cadastral value)
€1,500
ITSGF (wealth tax >€3M)
€0
NL Box-3 (after treaty voorkoming)
€1,858
Total annual tax
€8,960

Dutch Box-3 calculation

Box-3 base (after €114000 heffingsvrij)
€386,000
Box-3 tax (forfait 6% × 36%)
€8,338
Treaty voorkoming (Spanish share)
−€6,480
Box-3 net payable
€1,858

V1 simplified — uses headline 2026 Dutch Box-3 rates + Spanish IRNR/IBI/wealth-tax brackets. Treaty voorkoming applies proportionally to the Spanish-real-estate share of total Box-3 base. For high-stakes decisions, validate with a Dutch belastingadviseur familiar with the 1971 Spain-NL DTA.

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