Tax consultant for holding companies: Set up a tax-privileged corporate structure

Steuerberater Thomas Breit
SZ-Siegel Innovative Unternehmen 2025

How can you benefit from our tax consultancy services for corporations?

Choosing the ideal type of company

A holding company can be established as any type of company apart from a sole proprietorship, including civil law partnerships (GbR), limited partnerships (KG) or GmbH & Co. KG (limited partnership with a limited liability company as the sole general partner). We will help you choose the ideal company type. Together, we will analyze the existing situation and your tax-related requirements to find the best possible type of company for your holding.

Less taxes on income (1.5% for 7 years, 14% thereafter)

Our optimized tax strategies enable the holding to benefit from a reduced tax burden of merely 1.5% for the next 7 years and a permanent reduction to 14% thereafter.

More tax structuring options when setting up international corporate structures

We support companies with international operations to develop and set up efficient holding structures, enabling them to use tax advantages at a global level. As experts in international tax consultancy, we know the national and international tax requirements.

Our services as tax consultants for holding structures

Pay just 1.5% in tax upon disposal by setting up a holding structure

With a holding structure you can dispose of your company at the extremely favorable tax rate of just 1.5%.

Reduce taxes on profit distribution to 1.5% (instead of your usual income tax rate)

By setting up a holding structure we can manage that profit distributions are subject to a reduced tax rate of 1.5% rather than the usual rate of 25%.

Minimal tax rate of 1.5% by converting the profits of the next 7 years

The holding structure enables you to convert the profits of the next 7 years, making it possible for you to pay an extremely low tax rate of just 1.5%.

We do not offer the following services

We do not take start-ups as clients

As tax consultants for holding companies, we do not specialize in rendering our services to start-ups. Our concepts and consultancy services are usually aimed at established companies with a long-term perspective. We concentrate on structuring and optimizing holding structures over a period of about 7 years and developing the associated tax structuring and planning measures.

We do not offer our services to clients with profit of less than EUR 500,000

Our services as tax consultants for holding companies are aimed at companies with profit in excess of EUR 500,000. We recommend that companies with profits below this threshold contact another tax consultancy that is specialized on the needs of companies with lower profits.

No “usual” routine accounting services

Our services as tax consultants for holding companies does not include preparing routine accounting documents. We specialize in tax structuring and consultancy in connection with the holding structure itself.

Tax consultant for holding structures:
Case study

Situation at the outset

Mr. K. is the sole shareholder and managing director of V-GmbH with approximately 10 employees and profit of about EUR 120,000. Mr. K. wants to keep open the possibility that his daughter may continue running the company, but would also like to consider the option of selling it.

How did we solve the issue?

Mr. K. asked us to plan a new corporate structure for V-GmbH. The main objective of the restructuring was to enable long-term asset accumulation and to pay the lowest possible tax rate for the current taxes on the company’s profits. Furthermore, the new corporate structure was supposed to allow for the tax-optimized and flexible transfer of the company to either the daughter or a potential buyer.
We set up a holding with two subsidiaries and V-GmbH was transferred to one of these subsidiaries, also a GmbH (limited liability company). The shareholding in V-GmbH was contributed to a holding partnership while maintaining the legal identity of V-GmbH intact.

What advantages does this have?

Tax structuring

By establishing a holding company, the disposal was subject to an effective tax rate of 1.5%.

Transfer into a holding structure

The entire business operations of V-GmbH were transferred to a new subsidiary GmbH.

No waiting period applied to the shares in V-GmbH

It was possible straight away to subsequently contribute this company to the holding partnership.

Interim valuation approach

The enterprise value was taxed at a rate of 1.5% and the enterprise value was determined.

Tax exempt distribution potential

We managed to achieve a tax exempt distribution potential of about EUR 1,475,000 by means of shareholder loans.

Subsequent sale of “New V-GmbH”

A sale is subject to a tax rate of 1.5% for corporation tax and trade tax.

Erfolgsbeispiel: Steuerberater Holding - Infografik

Common questions regarding Thomas Breit Tax Services

My consulting services are billed by the hour (Thomas Breit: EUR 750 net/hour, employed tax advisors/lawyers: EUR 650 net/hour, employees: EUR 550 net/hour). The analysis and your objectives will determine which concept is the best fit for your needs. The total cost of implementing this chosen concept will depend on the actual amount of time needed for the implementation. An advance payment of EUR 20,000 plus statutory VAT is due when the order is placed (equivalent to the minimum fee). The conceptualization and implementation are always preceded by a cost-benefit analysis.

My fees are generally offset by the tax savings you achieve. The return on investment is between six months and no more than two years.

Additional costs may be incurred for court fees, notary costs and an expert for corporate law, depending on the project.

We can of course work together with your usual partners. Should you need experts, we have a good network of corporate law experts and notaries.

No, only in part and not permanently. What does that mean specifically? Due to our high degree of specialization, we do not offer financial and payroll accounting services. These remain with your usual accounting firm throughout the entire project.

However, we take care of the annual financial statements relating to the restructuring of your company. This reduces legal risks for you and allows our work results to be processed in the annual financial statements. We also handle correspondence with the tax office for all assessment issues and questions relating to the restructuring.

Once the project is complete, we hand the annual financial statements back to your usual firm and point out any special features.

No, never. 3,500 cases in 25 years – no slip ups.

Developing a concept takes between three and five years, depending on the project. In rare cases, it may take as many as seven years to implement a concept. However, the tax benefit takes effect from the very first year of our collaboration.

Yes and no. We are basically able to answer any questions concerning tax law. However, many of these questions can be answered just as well by other tax consultants with lower hourly rates, which is why we recommend you retain your usual tax consultant for such questions.

My expertise covers every legal aspect of civil law, such as private law, company law, commercial law, international tax law, inheritance law and much more. In a way, you can compare it to a general practitioner who knows about the heart but is not able to perform heart surgery. I am the cardiologist among tax advisors and consultants, and my specialty lies in providing comprehensive advice that goes beyond tax law itself.

How you benefit from working with Thomas Breit Tax Services

With Thomas Breit Tax Consulting, you receive legally binding tax office information, interdisciplinary expertise from 26 years of experience, and customized, future-proof tax concepts—legally compliant and based on German and European legal forms.

Legally binding statements by the tax authorities form the basis of decision-making

Our tax consultancy office can obtain a legally binding statement from the tax authorities on your behalf. With our help you can rest assured that your tax affairs are handled in compliance with the applicable legal provisions.

Experience and expertise

26 years of experience, including 20 years as a certified tax consultant and more than 3,500 successful cases, give me the expertise to optimally structure your individual tax situation and advise you on your succession planning.

Comprehensive advice

By combining several legal fields like tax law, corporate law, trade law, inheritance law, family law, law of obligations and many more I draw up customized concepts that are legally sound and tailored to exactly fit your personal needs.

Focus on German and European legal corporate structures

I work exclusively with German and European legal entities that are subject to taxation in Germany in order to ensure that we can optimally use the tax advantages and opportunities that these legal structures offer.

Flexible and future-proof

My models are highly flexible and can be easily adapted to accommodate any changes that might occur in the future. They are infallible and guarantee that your tax and legal matters are safe and in order for years to come.

What clients say about us

Our clients value our exceptional expertise and tailor-made solutions. See for yourself how successful entrepreneurs have benefited from our tax consulting services.

Hermann Püthe

Hermann Püthe

I was impressed from the very first contact with Thomas Breit and his compelling presentation of his approach. From the outset, he clearly understood what matters most to us in continuing our family business. With great strategic foresight, he developed individual, well-thought-out concepts for our future direction and succession planning.

Although the planning and implementation process is not yet complete, the path we have chosen feels exactly right for us. We feel we are in the best possible hands with Mr. Breit and his team, receiving highly professional support and, above all, feeling truly understood.

We are deeply grateful to have found Thomas Breit and his team — people who not only excel in their professional expertise, but who genuinely understand what matters to us as a family-owned business.

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Karin und Josef Bader

Karin und Josef Bader

We came to Thomas Breit Tax Consultancy through a recommendation, and that recommendation turned out to be absolutely right.

What particularly impresses us about Mr. Breit and his team is their holistic view of our situation. It is not simply about tax optimization, but also about sensible long-term planning — whether that involves succession planning for our children, protecting our family, or making strategic decisions that will have a lasting impact over many years.

This forward-thinking approach, combined with an impressively well-organized operation and absolute punctuality in our day-to-day collaboration, makes Thomas Breit a true partner for us rather than just a service provider. In every conversation, we can tell that they are not simply managing things, but actively shaping them.

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Christian Behrens

There are very few tax firms that are so outstanding and so impressive.

In my opinion, it is impossible to find anyone who can match the quality, passion and energy of Thomas and his team – not even close. Thomas has a rare and indescribable gift and we are overjoyed to have found him.

Lennard Sill

Lennard Sill

We are very happy to work with Mr. Thomas Breit and his team.

Mr. Breit impresses us with his high level of professional expertise, strategic understanding, and clear, solution-oriented advice. Particularly in our strategic planning, the dynamic collaboration between Mr. Breit and Mr. Wojcik as project manager has been extremely valuable to us.

The collaboration is always professional, reliable, and pleasant. Issues are understood quickly, structured clearly, and advanced with concrete recommendations for action.

We feel we are in the best possible hands and can wholeheartedly recommend Thomas Breit Tax Consultancy.

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You are seeking advice? I look forwards to hearing from you.

A few words before we start

Filling out this contact form is not legally binding in any way. When you send us this completed form we will send you a short initial questionnaire as a pdf in which you describe your concerns and current situation. In addition, you will receive information on how we work as well as a sample remuneration agreement.

Net hourly rates
Thomas Breit €750 per hour
Assigned tax advisor accourding § 58 StBerG €650 per hour
Team member €550 per hour

We are a tax consultancy office specializing in tax structuring and succession planning. We can provide you with comprehensive and interdisciplinary support and advice in these matters. Please visit our YouTube channel: Thomas Breit Tax Services

We do not offer routine accountancy and payroll services. However, if you would like us to work with you, we can refer you to our network of long-standing, highly qualified and fully digital partners.

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