STRUCTURING, 03Aut. 10077274 · 142 Boulevard de la Pétrusse, Luxembourg

Holding structuring in Luxembourg, own, finance, protect.

Structuring a Luxembourg holding organises the ownership of assets and participations, intragroup financing and wealth protection around an efficient, treaty-eligible vehicle. FSL designs the structure, substance, accounting and compliance; legal opinions and reserved acts are coordinated with our partner lawyers and notaries.

In short

Holding structuring designs a top company holding participations and assets, organising financing, flows and wealth protection. In Luxembourg the holding most often takes the form of a SOPARFI benefiting from the participation exemption.

Legal basis

Form governed by the amended law of 10 August 1915; participation regime art. 166 LIR; interest deduction limitation rule art. 168bis LIR (ATAD). Substance expected under the ATAD directives.

Key takeaway

  • A Luxembourg holding is most often a SOPARFI.
  • Intragroup financing must respect the interest limitation rule (art. 168bis LIR).
  • A multi-tier holding ring-fences risk and organises exits.

Who this is for

  • Groups consolidating the ownership of subsidiaries
  • Family offices and corporate estates
  • Investors structuring co-investments
  • Entrepreneurs preparing acquisitions or a succession

What we do

  • Ownership architecture (top holding, sub-holdings)
  • Intragroup financing and flow scheme
  • Tax scoping: participations, interest, withholding
  • Substance, governance and compliance
  • Accounting, consolidated accounts where relevant

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Preparation checklist

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FAQ

Frequently asked questions

What form for a Luxembourg holding?
Most often a SOPARFI (SARL or SA), fully taxable and benefiting from the participation exemption. The SPF is reserved for non-commercial private wealth management.
How is a holding financed?
Through equity and/or intragroup debt, accounting for the interest deduction limitation rule (art. 168bis LIR) from ATAD and transfer pricing.
Does a holding protect assets?
A well-designed architecture (top holding, sub-holdings) ring-fences risk and organises ownership, without replacing the legal protections coordinated by the lawyer.
Must accounts be consolidated?
Above the small-group thresholds, yes. We produce the consolidated accounts and group reporting.
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Which service, structure and timeline?

Urgency