Asset Ownership Structure

At Mallette, we help small and medium-sized enterprises (SMEs), whether incorporated or not, as well as management companies, to optimise their asset-holding structure. Our experts analyse their organisation and specific situation to determine the best approach.

The recommendations of Mallette's tax specialists focus on sound advice to optimise tax management and control business risks.

This includes:

• Holding assets within a group of companies

• Managing the financial and legal risks associated with transactions and the possibility of setting up an asset protection trust or splitting income

• Reducing the tax burden for the corporate group as a whole

• The possibility of benefiting from capital gains exemption on the sale of qualifying shares in SMEs

• Analysing the commercial, financial and tax implications and planning options for different transactions

The in-depth analysis of the asset holding structure makes it possible to:

• Protect part of the estate from commercial risks

• Ensure the long-term future of the business

• Reduce the tax burden for the corporate group as a whole

• Take advantage of strategies designed to minimise tax implications