Services · Tax planning
Taxes planned in advance
We analyse your personal and business situation to organise your taxes in the most efficient way the law allows: from a one-off review of your case to designing structures such as a holding company.
01What we do
Three ways we can help
Tax review of your case
We study your income, assets and current obligations to identify savings opportunities and possible risks, and explain the options to you with figures.
Corporate structures and holdings
We assess whether it suits you to operate through a company or a holding, how to organise your shareholdings and investments, and how to do so tax-neutrally where the law allows.
Medium-term planning
We prepare significant transactions in advance, such as selling a business or a property, distributing profits or passing on the family business.
02Common situations
Sound familiar?
- Should I stay self-employed or set up a company?
- How should I pay myself as a shareholder or director of my company?
- Is it worth grouping my shareholdings in a holding company?
- How can I reinvest my company's profits with the lowest tax burden?
- I am going to sell a property, a business or my shares.
- I want to plan a gift or the succession of the family business.
03Holding companies
What a holding is and when it makes sense
A holding company is a company whose main activity is owning shares in other companies. Properly set up, it allows the dividends and capital gains it receives from its subsidiaries to be taxed at a much reduced level while they remain within the group.
This makes it easier to reinvest profits in new projects, separate business risk from accumulated assets and organise family wealth for the future.
It is not suitable in every case. It depends on the level of profits, the purpose and the existence of a valid business reason beyond tax savings. That is why we study it case by case before proposing it.
04Our approach
Always within the law
Planning is not avoiding taxes: it means choosing, among the options the rules offer, the one that best fits your situation. Every proposal is explained and justified, so you can decide with full information.
The service is quoted according to its scope: a one-off review of your case, or the design and implementation of a structure.
Contact
Let's review your taxes
Tell us about your situation and we will tell you what room for improvement we see and what the quote would be.