Sectors

For many entrepreneurs, company and private wealth are one picture

Business and private wealth, succession, migration and wealth transfer.

What we often see

For many entrepreneurs, company and private wealth are one picture. The tax position has to be set up that way, before a sale, gift or move forces the issue.

We treat the holding, the operating company, box 2/3 and BOR as one structure, alongside administration, annual accounts and share valuations where needed. Discretion is part of the service.

  • Tax advice & compliance (personal income tax, corporate income tax, structure, advance consultations)
  • Finance & advice (administration and annual accounts for the BVs)
  • Valuations (box 3, business succession, internal transfers). Most clients here end up needing all three.

A well-coordinated specialist team — we treat tax, finance and valuation as one structure, proactively rather than after the fact. The outcome is built to be usable for tax purposes, not just a number in a report.

We treat the holding, the operating company, box 2/3 and BOR as one structure.

Big 4 experience

Senior expertise, without the Big 4 structure.

Registered Valuator

Share value for BOR, a gift or internal transfer, box 3, and the tax position when you leave or enter the Netherlands.

International

Dutch and cross-border tax expertise.

Typical moments

  • Succession in the family business.
  • A planned sale or gift of shares.
  • A change that affects Box 3.
  • Emigration, or a return to the Netherlands.
  • Restructuring of holdings.

Knowledge & insight

Transferring self-developed IP to a BV

When do you have to pay tax, when does roll-over relief apply, and when do you need a valuation? Download our practical guide before you transfer software, technology or know-how.