Business Restructuring Holding Parent Company and Subsidiaries in Switzerland.
CASE STUDY: Creation of a Holding and Subsidiaries in Switzerland, Business Restructuring, Legal and Tax Advisory Services
Project Scope
Specialized accounting & tax mandate to enable the entrepreneur to optimize their tax and legal situation in Switzerland.
RESTRUCTURING ASSISTANCE SOLUTION
Business restructuring service and comprehensive administrative mandate
DIVIDENDS
Tax & accounting services mandate
PENSION PLANNING
Optimal salary, Swiss pension fund, tax-efficient insurance
RESTRUCTURING
Holding, subsidiaries
How an Entrepreneur Benefited from Our Expertise
to Restructure and Optimize Their Business Activity
“Initially, our client’s business was not properly structured from a legal and tax perspective. He did not benefit from all the tax advantages related to partial dividend tax exemption for Swiss residents, and his personal pension plan was far from optimal. We restructured his business activities and advised on the best salary-dividend combination, as well as an optimal professional pension plan.”
Andrés Taracido
Director, My Swiss Company SA
Summary
Our client experienced strong growth in his mail-order business across Europe. He owned companies in different countries without optimal legal and tax structuring based on his residence and family situation.
Our corporate services firm, My Swiss Company SA, fully restructured the client’s business by establishing a holding (parent company) and three subsidiaries in Switzerland. We optimized the dividend distribution based on salary and revised the client’s entire pension plan. We also implemented long-term financial and tax planning.
Business Restructuring Process
1
Analysis of the Business:
Tax, legal, and administrative analysis. Preparatory restructuring work.
2
Establishment of the Parent Company and Subsidiaries:
Implementation of the restructuring plan. Signing of legal documents
3
Start of Entrepreneurial Activity Post-Restructuring:
Distribution of partially tax-exempt dividends.
Comprehensive Assistance Solution
Business Restructuring Service:
Analysis of entrepreneurial activity, legal and tax advisory services, establishment of the holding and subsidiaries, and dividend distribution advice.
Comprehensive Administrative Mandate:
Global Swiss corporate service, payroll, accounting, taxation, dividend distribution, preparation of related legal and tax documents.
My Swiss Company SA Results:
100 %
Success Rate for Legal, Tax, and Administrative Restructuring
100 %
Success Rate for Tax Optimization During Dividend Distributions
100 %
Success Rate for Timely Processing of All Client-Specific Requests During the Restructuring Process
Future Considerations
Salary/Dividends: Maximization of the salary/dividend combination
Pension Planning: Maximization of professional pension plans
Shareholder Taxation: Income and wealth taxation
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