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Investment vehicles

Interested in knowing how can we assist you in your search for a suitable investment vehicle? By working in conjunction with tax consultants to strike the best possible balance between minimising the legal risks on the one hand and securing the best possible tax structure on the other. This requires a customised assessment of the tax and legal implications of the proposed vehicle.

There are various types of legal status from which you can choose. You may wish to opt for an investment vehicle in the form of a partnership, in which case you can choose from a limited partnership (commanditaire vennootschap or CV) , a professional partnership (maatschap) or a general partnership (vennootschap onder firma or VOF) . Alternatively, you may prefer to incorporate a legal entity such as a private limited company (besloten vennootschap or BV), a public limited company (naamloze vennootschap or NV), a not-for-profit foundation (stichting), a cooperative association (coöperatie) or a society or association (vereniging). Which particular legal status you adopt will be the result of an in-depth analysis of the interests of the various stakeholders.

Your choice of investment vehicle will be guided by the stakeholders’ wishes. For example, they may wish to invest directly in property, which means that they become the owners of the property in question. Alternatively, they may favour indirect investment by buying shares – either listed or unlisted – in an investment trust or fund that is itself the owner of the property in question.

Investment vehicles are popular not just among large funds, but also increasingly among small firms. Many small business owners use investment vehicles as their personal pension scheme. How this is planned is a matter to decide in consultation with our lawyers and external tax consultants. Depending on the business owner’s wishes, the pension scheme will involve either low-risk or high-risk investments (or a mix) for which a suitable investment vehicle needs to be found. Once it is clear what the business owner wants, we can then complete the necessary formalities in conjunction with an external tax consultant and a civil-law notary.

The rate of return is assessed at regular intervals so that, if necessary, a switch can be made to other investment options within the limits of the chosen vehicle. All the stakeholders need to take well-informed decisions on the investment vehicle that is used, and we would be delighted to assist you with this.

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