Conflict

Governance

Transactions

Wealth

Corporate finance


Tensions? Diverse perspectives? A lack of information or trust? With a long history in advocacy, we possess the necessary experience to resolve conflicts between shareholders or board members.

Corporate governance underpins what we believe in: choosing the right structure for your company in which transparent communication prevails and roles are respected in order to work together in trust.

Deminor NXT manages transactions in an orderly manner thanks to the combined legal and financial expertise of an experienced M&A team. Whether the subject covers an acquisition, a transition, a family transition, an exit, a capital increase or even another form of financing, we always strive for an objective valuation, where value maximisation and solid agreements serve as the foundation.

What is next? We listen to your questions or needs around your personal wealth and guide you through the next steps. As your companion down the road , we provide you with a tailor-made structure.

Whether it concerns a valuation of your shares or your company, cash flow planning or financial analysis, at deminor NXT we make sure your numbers add up. We transform your strategic vision into a comprehensive financial business plan and help you with your investment decisions.

Succession scan & tax optimisation for your business assets

Deminor NXT > Services > Wealth > Succession scan & tax optimisation for your business assets

The best thing you can leave your heirs is an inheritance that has been properly organised from a tax perspective. This applies all the more to your business. Inheritance tax can represent a significant cost for your heirs. If you do not take any steps yourself regarding succession planning, the law will determine which heirs receive what and how they are taxed. This often leads to undesirable financial situations for your family and also for your business.

Through specific provisions in your articles of association, a will, lifetime gifts, the formation of a simple partnership or other legal structure, or through clauses in your marriage contract, you can not only reduce the tax burden during your lifetime but also optimally organise your family’s estate planning, including appropriate arrangements for your business. In this way, the assets pass to the heirs who need them at that time, whilst you may also retain control or arrange your succession within the business in an objective, transparent and fair manner.

Questions you may be asking yourself

  • How can I transfer my (family) business and my assets in a tax-efficient way? And how do I ensure that the control and management of my (family) business ends up with the right person(s)?
  • How do I maintain control after the transfer?
  • Who will manage my assets in case I become incapacitated or die?
  • What matters should I arrange now so that my loved ones are protected in case of unexpected events?
  • How do I avoid high inheritance tax for my family members? And how do I ensure that the right assets from my estate end up with the right person(s)?

deminor NXT is ready to guide you through the transfer of your business and your assets to your heirs. Taking into account every step you take during your lifetime, we help you to organise and structure your assets in an accessible, open and clear way through well-considered tax optimisation for your company or SME and for your other assets.

It is best to start with a succession scan, a tool that helps you map out your assets, including your business.

Situations you may find yourself in

  • You are due to retire within a few years or wish to gradually reduce your workload and hand over the reins. You wish to transfer your family business – and possibly your private assets as well – to your children in a tax-efficient manner, whilst retaining control or the income for a few more years.
  • You are considering gifting shares in the (family) business to your child, but you want to ensure that your child’s partner and family-in-law cannot lay claim to those gifted assets following a relationship breakdown.
  • You are getting married for the second time or are forming a blended family. You want to protect your new partner, but not at the expense of your own children’s inheritance rights. You are wondering what the impact will be on your business.
  • You are seeking certainty through a care proxy and succession planning, so that your partner or children can manage your assets and the continuity of the business is not jeopardised. This is crucial should an unexpected event leave you unable to manage your assets.
  • You wish to gift a property to your children, partner or family, but you want to avoid the higher, progressive tax brackets as much as possible.
  • You are concerned about the 'suspect period' following a bank donation or indirect gift and aim to safeguard your inheritance position.
  • In addition to your business, you also own property and other assets, and you are looking for the best approach to arrange your succession and reach a family agreement with your children.
  • You have several children, but only one or two of them wish to join the business. How can arrangements be made to ensure they can succeed you, without disadvantaging your other children?
  • You are an heir and feel disadvantaged within your parents’ business. You are wondering what rights you have to object to the distribution of shares and the arrangements your parents have planned.
Our approach
  • Step 1

    We hold a thorough, exploratory meeting in order to identify your family situation, your assets as well as your wishes for the future.

  • Step 2

    We prepare an overview of your current situation with the necessary recommendations. In doing so, we consider your interests, the interests of your heirs and the related taxation.

  • Step 3

    We roll out your succession planning and help you put it in place.

Get in touch

Do not hesitate to send us a message: we are happy to listen to your questions and will do our utmost to answer it quickly and comprehensively. You can also choose to visit us in person in Brussels, Ghent or Antwerp. If necessary, we will put you in touch with the right experts.