Professional competence

Asset-managing Ltd.

Achieve your financial goals through optimized tax planning

Whether you already have an asset-managing Ltd. (limited liability company) or are thinking about setting one up - we at steueragenten.de are your partner for the successful establishment, efficient management and tax optimization of your assets.

For existing Ltd. companies, we offer professional advice and support to manage your investments efficiently and take full advantage of tax benefits.

If you would like to set up an asset-managing Ltd., we will develop a tailor-made concept with you and support you from the initial idea through to implementation - so that your assets grow sustainably.

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Briefly explained

What is an asset-managing Ltd.?

An asset-managing Ltd. is a legal entity that serves exclusively to manage and structure assets. It offers numerous tax advantages and a clear separation between private and company assets. Whether for private individuals or companies, this type of company is an important component of sustainable wealth planning.

Find out how you can secure your financial future with an asset management company. Our experts will support you with comprehensive expertise and individual solutions.

Advantages of asset-managing Ltd. companies at a glance:

Tax advantages: Benefit from a lower tax burden and take advantage of tax optimization opportunities
Asset protection: Protect your private assets against risks and ensure long-term security.
Flexibility: Invest in different asset classes and remain flexible.

Asset-managing Ltd. by type of assets

Holding

Extensive tax exemption for dividends and capital gains from subsidiaries means that assets can be built up sustainably in the holding company. With a holding structure, you can also minimize liability risks and make strategic decisions more flexibly.

Trading

Taxes are a significant cost factor in wealth accumulation, but are often neglected when considering returns. With business assets, you effectively only pay 1.5% tax on share price gains and thus achieve a wealth advantage compared to private investments.

Real estate

Profits from letting and leasing are only subject to corporation tax of 15% (plus solidarity surcharge), while higher tax rates apply to private assets. It also enables the separation of private and business assets, which minimizes liability risks and facilitates the structured management of properties.

Tangible assets

Physical assets such as precious metals, art or other valuable goods can be held and managed in a tax-optimized manner. Separating private and corporate assets offers increased protection against liability risks and a professional structure for long-term asset accumulation.

Tax advantages of selected types of profit:
Ltd. vs. private

Profits from	Tax rate asset-managing Ltd.	Private tax rate
Sale of company shares	1,5 %	26,4 %
Sale of shares	1,5 %	26,4 %
Renting real estate	15,8 %	Up to 47.5 %

These are sample calculations based on assumptions. They illustrate the asset advantage that you can achieve in an asset-managing Ltd. if the profits are reinvested.

We would be happy to look at your individual situation together and analyze how you can benefit from the tax advantages of an asset-managing Ltd. In a personal meeting, we will show you tailor-made solutions that best suit your goals. Discover your individual advantages and start with us into a tax-optimized future.

Tax structuring

We support you in the tax-optimized management of your assets

Our steueragenten.de structuring consultancy offers you tailor-made solutions to optimize your tax and financial structures so that you can save taxes in the long term and build up your assets efficiently.

We develop individual solutions for you - from the planning stage to the establishment and successful implementation of your plans. In addition, we provide you with long-term support, continuously analyze your structures and optimize them to ensure your long-term success.

Our promise to you:

Personal analysis: We examine your current company situation and develop suitable models for achieving your goals.
Tailor-made structural planning: Strategic planning of your structures - clear, understandable and tailored to you.
Smooth implementation: from incorporation at the notary's office to implementation under tax law - we and our partner moonlaw.de take care of the entire process for you.
Long-term support: We provide you with long-term support to keep your structure up to date in terms of tax and to optimize it on an ongoing basis.

Advice for asset-managing Ltd.

Our Basics

Digital tax office: full overview at all times via app.
Digital accounting: everything always available in the cloud.
Specialized team for asset management companies
Annual financial statements and tax returns: a clean solution.
Personal contacts: for questions, tips and information.
Maximum data security: guaranteed by strong partners.
Change of tax advisor service: We take care of it.
Supplementary legal advice for your Ltd. from experienced lawyers from our digital partner law firm moonlaw.de

500+ asset management companies already trust us

Let our team advise you too

Benni

TAX ADVISOR

Sebastian

TAX ADVISOR

Laura

TRADING TEAMLEAD

Ihno

TAX ADVISOR

Richard

Trading TeamLEaD

Asset-managing Ltd.: Frequently asked questions

For whom is an asset management company worthwhile?

An asset management company (e.g. a Ltd.) can be worthwhile for individuals or companies who own larger assets and want to manage them in the long term. By setting up a Ltd. company, tax advantages and liability limitations can be utilized. We at steueragenten.de will be happy to advise you comprehensively on all tax law issues in order to weigh up the individual benefits and risks.

What are the disadvantages of an asset-managing Ltd.?

Here are some possible aspects to consider:

Costs: The formation and administration of a Ltd. is associated with costs, such as notary and registration fees as well as ongoing costs for accounting and tax advice.
Bureaucracy: As a legal entity, a Ltd. is subject to certain legal and administrative requirements. This means additional work for bookkeeping, the preparation of annual financial statements and compliance with legal regulations.
Liability: Although the liability of a Ltd. is generally limited to the company's assets, managing directors can be held personally liable under certain circumstances, e.g. in the event of gross negligence or breach of duties.
Flexibility: A Ltd. is less flexible than other forms of company, as decisions often depend on the approval of the shareholders and certain formal processes must be followed.

How much does an asset-managing Ltd. cost?

The costs of setting up and managing an asset-managing Ltd. can vary depending on the individual situation and specific requirements. Here are some possible cost factors to consider:

Formation costs: these include notary and registry fees, and possibly costs for drawing up the articles of association and other required documents. The exact costs vary depending on the country and region.
Ongoing costs: An asset-managing Ltd. requires regular accounting and tax advice to comply with legal requirements. The costs for these services can vary depending on the scope and complexity of the asset management.
Personnel and administrative costs: If the Ltd. employs staff or has office and administrative costs, these expenses must also be taken into account.

Can an asset-managing Ltd. buy real estate?

Yes, an asset-managing Ltd. can buy real estate. As a legal entity, a limited liability company has the power to acquire, own and manage assets, including real estate. The purchase of real estate by an asset-managing Ltd. can offer various advantages, such as tax structuring options, liability limitations and the ability to manage the assets over the long term.

When is a holding company recommended as an asset-managing Ltd.?

For many entrepreneurs who have discovered the asset class of real estate for themselves, the implementation of a holding structure is recommended. This allows profits to be transferred between sister companies in a tax-efficient manner and reinvested. This also applies to sole proprietors who want to convert their company into a Ltd. and transfer it to the holding company. This structure is also suitable if, in addition to long-term leasing, there is also real estate trading (“fix & flip”) or a second corporation is required for the outsourcing of harmful activities.