Holding tax: structure, reinvest and optimize flows

Holdings can profoundly change the way a manager, entrepreneur or investor organizes their professional assets.

It allows for the centralisation of holdings, the structuring of certain flows, the preparation of a reinvestment or the accompanying of a transfer or transfer operation. However, its tax interest depends on how it fits into the whole project.

Think holding as an architecture, not as a reflex

Creating a holding company is not an end in itself. It must be determined what it should allow: to collect dividends, to finance an acquisition, to reinvest cash, to hold more than one company or to prepare a future transaction.

Depending on the objectives pursued, the consequences can be very different in terms of corporate tax, dividend relief, capital gains or flow.

Organize taxation around the project

The relevance of a holding company is measured by its ability to improve overall tax efficiency, not to produce an isolated advantage.

The firm analyses the different structuring options in order to determine whether the interposition of a holding company helps to preserve more cash, facilitate reinvestment or reduce the overall tax cost of a transaction.

Master Édouard Pruvost specializes in tax strategy advice. It accompanies managers, entrepreneurs and investors in the analysis and validation of structures involving holding, with a clear objective: to organize flows and transactions under the most efficient tax conditions permitted by law. To have your project analysed or to benefit from tax strategy advice, contact the firm.