Advanced tax strategy for companies, holding structures, and family businesses

Your company doesn’t just need a tax advisory that files returns.

It needs a tax strategy that helps you pay correctly, protect profits, structure growth, and avoid costly decisions in the future.
As a business grows, when a group is reorganised, when a holding structure is considered, when a family business seeks continuity, or when business assets become significant, taxation stops being a matter of “forms” and becomes a matter of structure, control, and long-term vision.

This is where we work: helping you build a foundation that allows you to grow with more stability, less exposure, and greater ability to preserve value.

Your company doesn’t just need compliance: it needs a structure that helps you earn more or lose significantly less

The most recognised tax teams in Spain are not distinguished by “better filing” of tax returns, but by advising on restructurings, shareholder reorganisations, M&A, audits, litigation, international tax, and private wealth/family business matters. That same logic applies to an SME or a business group that wants to operate seriously: it is not only about compliance, but about proper structuring.
This means reviewing, among other things:

• how your company or group is structured;
• how profits are distributed;
• how shareholders and directors are compensated;
• how investment or reinvestment is structured;
• and which decisions can improve or worsen your tax position.

I want to review my company’s tax structure

Holdings, restructurings and corporate groups: when they really make sense

A holding company is not a gimmick. It should not be created “just because”. However, in many cases it can be a very effective structure for organisation, control, and efficiency.
Article 21 of the Spanish Corporate Income Tax Law provides an exemption regime for dividends and capital gains derived from shareholdings, subject to legal requirements. This is one of the technical foundations that explains why well-designed group structures, holdings, and reorganisations can be highly relevant from a tax perspective.
In addition, leading law firms in Spain are known for their work in shareholder restructurings, joint ventures, tax advice on M&A transactions, tax planning, and cross-border matters. This reflects an important point: advanced tax work is not about tricks, but about proper structural design.
Here we assess whether a holding or restructuring truly makes sense for you based on:

• the actual activity of the group;
• shareholder structure;
• growth expectations;
• dividend distribution;
• reinvestment strategy;
• protection of business assets;
• and the need to separate businesses, assets, or activity lines.

I want to know if a holding structure makes sense in my case

Family business, wealth and inheritance: how to protect value and continuity

This is one of the areas where good planning can make the biggest difference.
The Spanish Tax Agency (AEAT) provides a wealth tax exemption for shares in certain companies when specific requirements are met, including: that the entity carries out an economic activity and is not mainly engaged in passive asset management; that there is at least a 5% individual ownership or 20% jointly with family members; and that at least one family member performs management functions and receives remuneration representing more than 50% of their total income from work and economic activities.
In terms of business continuity, the Catalan Tax Agency (ATC) provides a 95% reduction in the taxable base for inheritance tax on the transfer of business assets under certain conditions. In addition, Law 29/1987 and its implementing rules also establish a 95% reduction for the transfer of family business assets or shares in qualifying cases.

Practical takeaway:
If you own a family business and you do not plan ahead for wealth tax, inheritance tax, and corporate structure, you risk missing significant tax advantages or exposing both the business and the family to much higher costs than necessary.

I want to protect my family business

Growing with structure: taxation of shareholders, directors, and reinvestment

An advanced tax strategy is not only about “paying less”. It is about making your growth more sustainable and less fragile.
That means reviewing:

• how you are compensated as a shareholder or director;
• when it makes sense to distribute profits and when to reinvest them;
• how to structure operating and holding companies;
• and how to prevent business growth from creating tax or organisational imbalance within the family or group.

Leading private wealth and family business practices in Spain are known for advising family offices and HNWIs on tax and estate planning, investments, and corporate structures. That same logic is what we apply here, scaled to SMEs, shareholders, and family businesses that want long-term continuity.

I want to review the tax structure of my group’s growth

AEAT, ATC and tax controversy: don’t wait for the problem to organise your defence

Advanced tax work is also about being better prepared for disputes.
Rankings and profiles of leading tax teams consistently highlight tax audits, tax litigation, and tax controversy. This is no coincidence: a well-designed and well-documented structure not only improves efficiency, it also strengthens your position when the tax authorities question, review, or challenge your situation.
Here we work to ensure that:

• you are not caught in a tax audit with an unclear or poorly explained structure;
• you do not face an inspection without coherent supporting documentation;
• and you do not have to improvise before the AEAT or ATC when it is already too late.

I want to anticipate risks with the AEAT or ATC

How we work advanced tax strategy

1. We understand the real business and wealth situation
We do not design tax strategy in the abstract. We analyse activity, shareholders, group structure, assets, cash flows, and objectives.

2. We identify what can be optimised and what must be protected
Structure, holding companies, family business planning, succession, remuneration, dividends, reinvestment, and exposure to tax authorities.

3. We design a truly useful strategy
We do not sell empty structures. We aim to build frameworks that help you grow, protect value, and ensure long-term continuity.

4. We also think about future defence
Good tax strategy is not only about optimisation. It is also about being more robust in the face of the AEAT, ATC, and potential audits, reviews, or inspections.

What documentation do we need?

• current corporate structure;
• shareholders and ownership percentages;
• basic financial statements or financial information;
• articles of association or relevant shareholder agreements;
• documentation on real estate, investments, or segregated assets;
• history of dividends, remuneration, and reorganisations;
• and any document that helps us understand how the group or family business is currently structured.

If you don’t have everything, that is not a problem. We will tell you what is essential and where it makes sense to start.

If you want to grow with a stronger structure, better protect your family business, and pay correctly without overpaying, this is where the change begins

Advanced tax strategy is not about doing anything unusual.
It is about building a structure that helps you gain peace of mind, preserve value, and grow without surprises.

Request an initial strategic assessment