Self-employed & business owners · Module 13

Sole proprietorship
or AG/GmbH?

The legal form changes your provision fundamentally.

Legal form & provision
The sole proprietorship

You're self-employed

Self-employedno pension-fund obligation
Large 3aup to 20 percent
Liabilitywith private assets
The AG or GmbH

You're an employee

Employeeof your own company
Pension fundcompulsory where the BVG conditions are met (salary threshold, duration)
Liabilitylimited to the company
The provision lever

More room to shape

AG/GmbHbuy-ins & executive plans
Sole proprietorshipmainly pillar 3a
Room to shapegreater in the company
Not just provision

The whole picture

Liability & taxesplay a part
Capital & successionbelong to it
The whole picturedecides
Good to know

Does your legal form fit?

💡 First step: The legal form decides your provision options – retirement provision often benefits considerably from the step to a GmbH. A comparison pays off.
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This video is no substitute for personal advice.
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