Structuring investments through Luxembourg holding companies

Participation to the webinar
235,00 € 235.0 EUR
Participation to the webinar + book
300,00 € 300.0 EUR

DESCRIPTION

Luxembourg is a major holding location used by multinationals and international investors for structuring their investments. Luxembourg holding structures have been used successfully by thousands of investors for decades.  Yet, the fiscal legislation applying to them is in constant evolution, both from a Luxembourg and an international tax standpoint, and the efficient use of Luxembourg holding companies has nowadays become full of difficulties and pitfalls.

Our speaker will cover the following questions:

  • Why do we use holding structures? 

  • How to finance them in a tax efficient manner? 

  • What are the latest anti-avoidance rules developed that may threaten a Luxembourg holding company? 

  • How are holding structures impacted by the DAC6 legislation on aggressive tax planning and could be impacted by the future Unshell proposal of EU Directive (ATAD3)?

SPEAKER

Olivier Dal Farra is Counsel in the tax group of Baker McKenzie's Luxembourg office. He is specialized in corporate tax and international tax planning. He has more than 10 years of experience in Luxembourg. Before joining the Firm in 2019, Olivier worked as a senior tax manager for an audit firm in Luxembourg and several international law firms in Paris and Luxembourg.

INSCRIPTION FEES

Participation to the webinar: 235€                                                                                                                            Participation to the webinar + book: 300€                                                                                                            

Student rate: 48,55€ VAT not included, i.e. 50€ TTC,  provided you send a copy of your student card and proof of registration.


THE BOOK

Luxembourg Holding Companies Domestic and International Tax Aspects

In a global economy, international holding structures have become vital for investors to meet the everchanging economic challenges and to survive on competitive international markets. In many international groups, for private equity firms and for many high-net-worth individuals, holding companies are at the cornerstone of the business and tax management of their investments.

Luxembourg is a major holding location used by multinationals and international investors for structuring their investments. Luxembourg holding structures have been used successfully by thousands of investors for decades.  Yet, the fiscal legislation applying to them is in constant evolution, both from a Luxembourg and an international tax standpoint, and the efficient use of Luxembourg holding companies has nowadays become full of difficulties and pitfalls.

Why do we use holding structures? How to finance them in a tax efficient manner? What are the latest anti-avoidance rules developed that may threaten a Luxembourg holding company? How are holding structures impacted by the DAC6 legislation on aggressive tax planning and could be impacted by the future Unshell proposal of EU Directive (ATAD3)?

The knowledge and skills of tax advisors require an appropriate balance between understanding tax planning opportunities while maintaining a structure robust and compliant with the latest OECD and EU anti-abuse rules. 

This book is a practical guide that is purposed to gather, comment and explain the taxation of Luxembourg holding companies. It is designed to help investors, advisors, private bankers, domiciliation companies to grasp the tax implications and challenges related to planning and operating a Luxembourg holding structure

The internal layout of the book integrates the dual aspects of tax law in each chapter from the set-up to the end of the Luxembourg holding structure (explaining both the tax planning possibilities and conversely the anti-abuse risks).  An emphasis is made on economic substance and the possible impact of the Unshell proposal of EU Directive (ATAD3). A complete point is made on the DAC6 aspects and hallmarks applicable to Luxembourg holding companies, including illustrative examples.


This training course is approved by the Luxembourg Bar Association within the framework of continuing education.

CONTACT

Mme Carole Verdicq
Tél: 0032 10 42 02 96
Email: [email protected]

Date et heure
mardi

24 janvier 2023

10:00 12:00 Europe/Brussels
Organisé par

Legitech

+352 26 31 64 -1