Selling a business: structuring the proceeds

The proceeds of selling a business arrive all at once, in a different form from the wealth that preceded it. The question that then arises is not only where to place this liquidity, but how to document and structure it from day one.

A Luxembourg policy suited to this kind of amount always comes with a thorough check on the source of funds, a regulatory requirement, not a minor formality. The better the file is prepared in advance (a precise origin, consistent supporting documents), the shorter the time needed to put it in place.

Depending on the amount, a dedicated internal fund allows for individualised management, with access to alternative asset classes that standard pooled structures do not offer.

The tax treatment of the sale proceeds in your country of residence, including any deferral or reinvestment mechanism, is a matter for your tax adviser. This Firm coordinates matters relating to the insurance wrapper, not the tax structuring of the sale itself.

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