In brief
Many companies and owners pay more tax than they need to, because the structure was chosen before anyone ran the numbers. I go through the finances and the ownership structure and find lawful ways for you to keep more, without earning a krone more.
Typical situations
- You are selling shares or a company and wonder whether the gain should be taken in a holding company.
- You want to take value out of the company and are weighing dividends, salary or a loan.
- Your sole proprietorship has grown, and you are considering converting it into a limited company.
- You own real estate privately or through a company and want to know the tax effect of a sale.
- A family or several owners want a structure that can handle both growth and a change of generation.
How it works
- ReviewI go through the accounts, ownership structure, agreements and your plans.
- AnalysisI calculate the alternatives, so you can see what each option costs in tax now and later.
- RecommendationYou get a written recommendation with the reasoning and what needs to be done.
- ImplementationI prepare the documents and work with your accountant and auditor.
Good to have ready
- The latest annual accounts and any interim figures
- The shareholder register or an overview of the owners
- Shareholder agreements and other key agreements
- A short description of what you want to achieve
Tax planning means choosing the lawful option that gives the best result. The solutions must stand up to review by the Norwegian Tax Administration, including under the general anti-avoidance rule.
Common questions
What is the difference between tax planning and tax evasion?
Tax planning is choosing between lawful alternatives, with full transparency towards the Norwegian Tax Administration. Tax evasion is withholding or giving incorrect information, and is a criminal offence. The line is drawn partly by the general anti-avoidance rule in section 13-2 of the Norwegian Tax Act.
Is a holding company worth it?
It often is if you want to reinvest the profits or may sell the company. If the money will be spent privately anyway, a holding company usually only adds costs.
Can tax planning be done after a sale has been agreed?
The options narrow once a sale is under way. The best result comes from planning the structure before negotiations start.
Price
Once I have looked at the matter, you get a fixed price for the engagement before any work starts. You know what it will cost, with no surprises.