A holding company can make it easier to reinvest dividends, pass on or sell your business. We check with you whether it suits your situation, and at what cost.
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Understanding the mechanics to make the right wealth decisions.
When your operating company pays dividends to your holding, only 5% of those dividends are taxable under corporate tax (parent-subsidiary regime). A massive capitalisation lever.
The holding becomes an investment arm: profits from your activities are reinvested in property, SCPIs, Private Equity through the corporate structure.
The holding is a powerful inheritance tool: Dutreil pact for shares, contribution-sale, ownership dismemberment to transfer at reduced cost.
A holding must be created at the right time and for the right reasons. A structure that is too early or poorly sized generates unnecessary costs (accountant, legal, compliance). A holding is relevant from a certain level of recurring profits and when the inheritance objective is clearly defined. Véloci coordinates the analysis with your accountant and notary.
Assessment of the relevance of a holding for your situation, then optimal legal and tax structuring.
Integration of the holding into your overall wealth plan: property, financial investments, inheritance and spouse protection.
