Core Service
Tax Optimization & Corporate Structuring
We start with a full diagnostic of the group — structure, risk and tax — and design the corporate architecture that legally reduces the tax bill and prepares the group for what comes next.
Contact us: geral@intuitionconsulting.net
What is tax optimization and corporate structuring?
Tax optimization and corporate structuring means organising a group's companies, shareholdings and cash flows so it pays the tax that is due and no more. In practice: deciding whether a holding company makes sense (in Portugal, typically an SGPS), how dividends move between entities, how shareholder loans and current accounts are treated, where real estate should sit, and how to prepare a sale or succession without an unexpected tax bill. These are not tax tricks: it is corporate design grounded in Portuguese corporate income tax law — notably the participation exemption regime — implemented alongside lawyers and accountants. The work always starts with a three-to-six-week diagnostic and ends in a plan with prioritized scenarios and estimated savings.
Who this is for
- Owners with more than one company and no consolidated view of the group
- Shareholders taking dividends who suspect they are overpaying tax
- Family businesses preparing a generational transition
- Groups mixing real estate, bank debt and personal guarantees inside the operating company
- Shareholders considering a sale within a few years
Signs you need this
- You cannot draw who owns what across the group on one page
- Dividends always arrive with a bigger tax bill than expected
- Shareholder loans and current accounts were never regularised
- Real estate sits inside the company that carries operating risk
- Nobody has ever told you whether a holding makes sense in your case
- You received an acquisition approach and do not know the capital gains exposure
What we deliver
Diagnostic & group map
Corporate structure, shareholdings, intercompany flows and shareholder relations in a single diagram, with the group's effective tax rate today.
Corporate architecture
Whether a holding/SGPS makes sense, how many tiers, which entity owns what, and how dividends, shareholder loans and capital contributions move.
Tax plan
Dividends, capital gains, participation exemption, autonomous taxation, transfer pricing and succession exposure — quantified, with estimated savings.
Real estate & asset segregation
Removing property and key assets from operating risk through SPVs, demergers or intra-group lease arrangements.
Strategic scenarios
Three to five viable paths (hold, restructure, prepare for sale, bring in a partner, succession) with the tax and wealth impact of each.
Prioritized roadmap
What to do first, what can wait, who executes and in what order — ready to hand to your lawyer and accountant.
How we work
Collection
Filings, recent accounts, key contracts, debt and guarantees. We provide a closed checklist.
Diagnostic
We model the structure, compute the effective tax rate, test risk exposure and identify where value is leaking.
Design & working session
We present the proposed architecture and scenarios with the decision-makers and validate the real objectives.
Implementation
We coordinate lawyers, accountants and notaries through execution — incorporation, demergers, contributions in kind, minutes and filings.
What changes at the end
Frequently Asked Questions