Tax · Owner-managers and holding structures
The structure behind it all.
The right structure gives you flexibility day to day and freedom when it matters most: on investment, sale or succession. We advise owner-managers on holding structure, dividends, salary and wealth, seen as a whole.
Many owner-managers only discover the structure was wrong when they need to use it.
Who it is for
For owner-managers who want control of how the company, the holding company and their personal finances fit together. And for owners with several companies, investments or properties.
We advise on the owner as much as on the company. In the end, it is the owner’s finances that need to add up.
What we deliver.
- Holding structureSetting up or adjusting a structure that fits your plans.
- Share exchangeThe operating company placed under a holding company, typically without triggering tax.
- Dividends and salaryThe right balance between salary, dividends and pension, year by year.
- Wealth held in a companyPlacing and investing surplus funds in the holding company.
- Property and investmentsA structure for property and investments alongside the operating business.
- Several ownersStructure and ground rules when several people own together. The shareholders’ agreement is drawn up with your lawyer.
When the structure needs to be in place.
- SurplusThe operating company is earning money it does not need for operations.
- RiskAccumulated value needs to be shielded from operating risk.
- InvestmentYou want to invest in property, shares or other businesses.
- Co-ownersA new partner is coming in, or an existing one is leaving.
- SaleA sale is on the horizon, and the structure needs to be ready in good time.
- The next generationThe structure must be able to carry a generational handover.
You only feel the right structure when you use it.
How we work.
- ConversationThe owner’s goals, family and time horizon.
- MappingCompanies, ownership and personal finances seen as a whole.
- RecommendationA structure with the consequences calculated.
- Set-upCompanies, agreements and registrations in place.
- OngoingSalary, dividends and structure reviewed every year.
The owner’s perspective
The company is a means. Not the goal.
We start from the owner: the family, the wealth and the plans for the years ahead.
A structure is only good if it fits the life it is meant to support.
Questions.
Why have a holding company?
A holding company can receive dividends from the operating company, often without tax, and gives you flexibility to invest, shield value and carry out a later sale or generational handover.
What is a tax-free share exchange?
A way to place an operating company under a holding company without triggering tax for the owner. It can be carried out with or without approval from the Danish Tax Agency (Skattestyrelsen).
Should I take salary or dividends?
It depends on your total income, pension, the company’s finances and your plans. The answer changes over time and should be reviewed every year.
Can the holding company own property?
Yes. Whether it is the right solution depends on the type of property and your plans. We take you through the pros and cons.
When is a holding structure not an advantage?
When there is no surplus to place, or when the cost of running several companies outweighs the benefit. We only recommend a structure that makes sense for you.
Can the structure be changed later?
Yes, but some changes can trigger tax. That is why it pays to think the structure through before it is set up.
What does the advice cost?
It depends on the scope of the structure. We agree the price with you before we begin.
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