Expertise
Tax consultant for your holding
"Do you want to restructure your company? Or optimize your taxes by using a holding structure? As tax consultants for holding companies, we are individually tailored to the requirements and special features of a holding company. We take on all tax matters for our clients and handle them with competence and commitment.
steueragenten.de employs a team of enthusiastic tax experts with many years of experience in providing tax advice to start-up companies. This enables us to provide you with comprehensive and reliable advice on the establishment, administration and purchase or sale of your holding company.”.
Organizational consulting
Do you want to set up a holding company or change your existing structures?
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 planning and formation to the successful implementation of your plans. Regardless of whether you are planning to set up a holding structure or want to change existing structures - our experts will support you every step of the way.
Our experienced team will assist you with challenges such as the formation, transformation or contribution of companies. In doing so, we ensure that your holding structure optimally supports your business objectives.
Formation / restructuring of holding company
Flat fee from EUR 3,000
- In-depth analysis of your individual situation
- Customized conception of your holding structure - clear, understandable and tailored to you.
- Smooth implementation from formation at the notary's office to operational implementation
- Legal support throughout the entire process from our partner moonlaw.de
Professional competence
Do you already have a holding structure and need a professional partner for accounting and annual financial statements?
At steueragenten.de, we specialize in providing comprehensive support to companies with an existing holding structure. Our experts ensure that your accounting is organized transparently and efficiently - from ongoing financial accounting to the preparation of annual financial statements.
We support you with all the tax challenges associated with a holding company and attach great importance to individual support that is tailored precisely to the requirements of your holding company.
On request, we can also offer you services such as strategic planning of your tax structure, tax optimization of your structures and coordination with the tax authorities. With steueragenten.de, you have a partner at your side who has your back.
Support / Administration Holding company
Flat fee from EUR 800
- Digital workflow
- Personal contact person
- Financial accounting
- Annual financial statements and tax returns
- Advice if required
What exactly is a holding company?
A holding company is not a separate legal form, but an organizational structure. A holding structure consists of at least two companies:
1. a parent company and
2. at least one subsidiary.
The parent company assumes the function of the holding company, as it holds subsidiaries (“to hold”). The other companies are subsidiaries, which are usually operationally active.
Instead of holding a direct personal stake in your operating company, you hold the shares via a holding company that is wholly owned by you.
There are advantages and disadvantages to setting up a holding company, which we explain in more detail below.
Advantages of founding a holding company
The establishment of a holding company comes with significant advantages.
Tax advantages
Tax relief on profit distributions from subsidiaries to the holding company and on the sale of company shares by the holding company.
Structured asset accumulation
The holding company serves as a structured instrument for long-term asset accumulation. The tax advantages give the holding company a decisive asset advantage.
Risk separation
A holding structure makes it possible to separate risks from the subsidiary's operating business from the holding company - thus safeguarding the holding company's assets.
Flexibility and scalability
A holding company makes it easier to acquire and manage other companies without them being directly dependent. Business models can be developed independently.
The holding structure must take this into account
Even if the advantages of the holding structure outweigh the disadvantages, there are points that you should consider before implementing one:
Higher administrative effort
As each company remains independent, separate accounts must be prepared for the holding company and all subsidiaries. The same applies to the annual financial statements.
Greater complexity
The organizational requirements are increasing, as you not only have to manage the individual companies, but also maintain an overview of the entire structure.
We are happy to support you with these challenges - with our experienced tax and legal experts from steueragenten.de and our digital partner law firm moonlaw.de, we ensure the successful implementation of your holding company project.
What our clients are saying
"The team of steueragenten.de always helps us very pragmatically, quickly and pleasantly. Even complicated situations are explained well and handled perfectly. Highly recommended for any start-up or SME!”
"Our contact persons are available any time, and are always committed and solution-oriented.”
“I have been working with steueragenten.de for years: reliable, modern, uncomplicated and client-focused. I’d like to take this opportunity to thank them.”
Founding a holding company: FAQs
What is a holding company?
A holding company is a corporate structure in which a parent company holds shares in one or more subsidiaries. It is used to organize different business areas, manage assets or take advantage of tax and liability benefits.
Can I set up a holding company even though I already have an existing company?
Yes, even if you already have an existing operating company, you can set up a holding company with us and place it as the parent company over your existing company. We will also be happy to support you in setting up a subsidiary GmbH. If you already own two existing companies and want to set up a holding structure by exchanging shares, we can also provide you with sound tax advice at this point.
When is it worth setting up a holding company?
A holding company is particularly useful if the aim is to sell the company in the future. A holding structure is also useful for minimizing risk, for example if you are pursuing a new business project and at the same time want to safeguard an existing, successful company. However, if you only trade with your company, a holding company is generally not necessary.
What specific advantages does a holding company offer?
A holding company offers numerous advantages:
- Tax advantages
- Risk separation
- Structured asset accumulation possible
- Flexibility and scalability when setting up new business models
What are the requirements for founding a holding company?
To form a GmbH, you need a written articles of association that must be notarized. You can initially only pay in half of the share capital (12,500 euros of the total 25,000 euros required) in order to have the GmbH entered in the commercial register. However, the remaining half must be paid in later if necessary, for example if the GmbH gets into financial difficulties or there are creditor claims. The option of paying in half serves to provide flexibility during the formation process.
How can a holding company be established?
Provided at least two companies exist or are to be founded, you can establish a holding company or organize your companies in a holding structure. .
What are the costs of setting up a holding company?
The costs vary depending on the legal form and complexity. Typical expenses include
- Notary fees for the notarization of the articles of association.
- Registration costs for the commercial register.
- Tax consultant and legal fees. Overall, the formation costs for a Ltd. holding company are often between 1,000 and 3,000 euros.
What tax issues need to be considered when setting up a holding company?
The following are particularly important:
- The correct drafting of the articles of association.
- Compliance with documentation requirements for transactions between parent companies and subsidiaries.
How long does it take to set up a holding company?
The duration depends on the complexity. Typically, the formation of a GmbH holding company, including the notary appointment and entry in the commercial register, takes between two and six weeks.
Does an exclusively asset-managing holding company require a license from BaFin?
A holding company that is used exclusively for the management of private assets and for private investments is not considered a financial institution, as no services are provided on behalf of third parties. Trading on own account with own assets is not subject to the BaFin license requirement.
Is a holding company taxable?
Yes, a holding company is also subject to tax. However, it enjoys special tax advantages, e.g. the exemption of 95% of profits from the sale of company shares and much more. Tax obligations also depend on the holding company's activities (e.g. asset management or operational activities).
What is the difference between an operating and an asset-managing holding company?
- An operating holding company actively intervenes in the management of the subsidiaries.
- An asset-managing holding company concentrates exclusively on the management of assets and company shares.
