Capitalization contract

A capitalization contract emerges as an essential financial investment solution for companies seeking optimal cash management and favorable taxation.

Operating similarly to life insurance but distinguished by its legal and tax structure, the capitalization contract is a diversified investment vehicle (stocks, bonds, funds, etc.), ideal for companies looking to enhance their excess cash flow.

 

Key advantages

 

Flexibility and diversification

•Wide range of assets: Allows for strategic diversification of the investment portfolio.

•Adaptable contributions: Compatible with cash flow fluctuations, offering valuable management freedom.

 

Tax optimization

•Reduced taxation on capital gains: Benefit from a favorable tax regime, deferring tax until funds are withdrawn.

•Exemption from social contributions: Until their actual withdrawal, enhancing the investment returns.

 

Transmission and succession

•Planning tool: Facilitates future business transmission planning between partners or successors within a favorable tax framework.

 

Apex Capital’s expertise at your service

•Tailored approach: Apex Capital develops investment strategies aligned with each company’s specific goals and tax situation.

•Dynamic management: Continuous optimization of the capitalization contract’s performance based on market developments.

•Tax optimization: Strategic planning of withdrawals for maximum tax efficiency, minimizing the tax impact on the company.

 

To conclude

The capitalization contract is a preferred solution for companies aiming for flexible financial management, asset diversification, and tax optimization. With Apex Capital, benefit from a strategic partnership to fully exploit the advantages of this device, ensuring effective management of excess cash and smoothly preparing the future of your business. Our commitment? Provide personalized support to seamlessly integrate the capitalization contract into your overall corporate wealth management strategy.

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