A chartered accountant for your holding company in Luxembourg.
Organise how you hold your shareholdings and how your company is followed: formation, annual accounts, tax and formalities. We explain the possible options and their conditions.
Your holding company holds shareholdings.
Shareholdings, financing flows and documents from the companies held: each element helps to understand your holding company’s accounting.
Our first step is to go through your organisation with you, then specify the work and the information required.
Illustrative diagram, then adapted to your organisation.
Every flow, documented.
- Shares held, acquisitions and disposals
- Dividends received and paid
- Loans, advances and interest
- Annual accounts and tax returns
Formation, annual accounts and tax for your holding company.
We get to know your organisation to understand where each transaction fits in your structure.
Prepare your structure
At formation stage, we help you clarify the project and the accounting and tax work to plan for, in coordination with your other advisers where needed.
Follow the transactions
We process the accounting entries related to the life of the holding company, based on the contracts and documents provided.
Prepare accounts and returns
The year-end closing and the tax work included in the engagement are prepared in continuity with the bookkeeping.
Coordinate the support
We discuss domiciliation needs and the information to share with your other advisers.
A precisely defined engagement.
Understand your organisation
Your project, your shareholdings, the entities involved and the planned transactions.
Define the engagement
The expected work and coordination needs are specified before we start.
Ongoing follow-up
Your accounting and agreed obligations are followed throughout the life of the structure.
Following a holding company, in detail.
We review the ownership structure and the flows. A company that holds shareholdings is not followed in the same way as a services business invoicing every month.
Accounting for shareholdings
Acquisitions and disposals of shares, dividends, loans, interest and capital movements are documented. The information received from the subsidiaries is used to prepare the closing and identify any valuation points to review.
Tax & documentation
The company’s tax returns, analysis of how income is treated and identification of the relevant supporting documents. An exemption or deduction is never assumed simply because a company is called a “holding”.
Life of the structure
Coordinating the annual documents, following the changes to be reported and working with your other advisers. A restructuring, a contribution or an international transaction is reviewed within a specific scope.
Planning a holding company?
Start with the organisation chart you have in mind, the assets to be held, the countries involved and the financing. We will specify the possible legal form and the advisers to involve.
To prepare for our meeting
- Ownership organisation chart
- Accounts of the subsidiaries
- Loan contracts and agreements
- Planned transactions and financing
Answers to your questions.
Can’t find the answer for your situation? Tell us what you need.
What is the difference between a holding company and an SARL?
What is a SOPARFI?
What information should I send you to set up my holding company?
Can you keep track of loans and dividends?
Do you also offer domiciliation?
The right expertise for every need.
Your first consultation is free.
Ask your questions directly to a chartered accountant and find out what support suits your business.
Free initial consultation · No obligation · Member of the Order of Chartered Accountants (OEC)