Pension for Director – Major Shareholderand Entrepreneur

The pension file of entrepreneurs, as well as director-major shareholder (DGA) and the IB-entrepreneur, has been our specialty for over 20 years. We support the entrepreneur and their advisor with pragmatic solutions to complex issues. In fiscal, judicial and actuarial matters. But also with our unique approach to selecting the best fitting financial product for pension accrual in box 1, 2, or 3. From a holistic standpoint: the entrepreneur as pension consumer with the company as retirement provision.

Financial planning for the entrepreneur

As an entrepreneur or entrepreneurial manager, you have to take things into your own hands. With advice from our MFP and FFP certified Financial Planners, you can take well-considered decisions about your personal financial situation. Our expertise in complex judicial and fiscal interface between entrepreneur, B.V. and personal situation will help you get further. With a one-page financial plan we give you clear direction and help you to adjust when major life events call for it.  

Man staat bij scherm met informatie over een zorgdossier met documenten om zich heen

Your specialist

We are specialist in the field of retirement provisions for director-major shareholders and entrepreneurs both within and outside of the B.V. In our network of accountants and tax consultants we use our expertise for actuarial calculations and fiscally optimal applications. For this network we are the point of contact. Through lectures and the magazine “Pensioen-up-to-date” we inform our relations about news and practices.

Divorce and the DGA-pension

The pension for the director-major shareholder often comes flying back like a boomerang in divisions of property after a divorce. Despite the fiscal phasing-out laws this complex dossier often is an ongoing issue in new and running divorce cases.

Similarly, this is the case for the successor of the self-administered pension; the “oudedagsverplichting” (ODV). We support entrepreneurs, jurisdiction, lawyers and legal expenses insurers  

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