Personal and Corporate Assets

Shareholders of successful private companies usually have the majority of their overall wealth tied up with the business through their operating company.  Often, there is a very small percentage of their assets held personally or available for personal use/lifestyle.

We are experienced in examining corporate structures to advise clients on striking a balance between commercial risk exposure to their wealth, achieving lifestyle objectives and managing their overall combined corporate and personal tax liabilities.   

This may often lead to a reconfiguration of the business and the corporate structure and in some cases the return of capital from the corporate to the shareholders in a tax efficient manner.  We can advise you on what may or may not be permissible and achievable with your own privately held company.  Get in touch with Brian on 087 9023324.