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Inheritance Tax

High-net-worth individuals should have the tax implications of wealth transfers reviewed thoroughly.

We assist heirs, legatees and executors in the processing of all inheritance tax matters, both in Switzerland and internationally.

Internationally, estates are usually regulated through a trust or foundation rather than a testament or inheritance contract.

We would be pleased to show you the tax implications of the estate planning you have selected – particularly for inheritances or asset shares abroad.

Trusts are recognised for estate purposes in Switzerland. The associated tax questions, however, are not uniformly regulated. When setting up a trust for estate purposes, we'll conduct the negotiations with the tax authorities in order to gain clarity regarding the future inheritance tax. Negotiations with the tax authorities are also conducted when the assets of a trust or a foundation that are part of or outside the estate are transferred to heirs.

Does the executor or relevant tax office want an expert opinion regarding the tax qualification of specific trusts? Our specialists will provide you with expert support.

Partner, Vice-president of the Board of Directors
Headquarter - Zurich
Albert Klöti
+41 58 450 59 13
Group Leader Legal Lausanne, Office Managing Director Lausanne and Geneva
Branch Office - Lausanne
Thomas Narbel
+41 58 450 53 48

Events

8 June 2018 to 9 June 2018
09:00 to 12:00

3. Schweizerisch-deutsche Erbrechtsgespräche

Universität Luzern
Gemeinsame Veranstaltung des Vereins Successio (Schweiz) mit der Deutschen Vereinigung für Erbrecht und Vermögensnachfolge (DVEV) Freitag: Seminar / Samstag: freiwilliges Freizeitprogramm
14 June 2018
09:15 to 21:00

MAS/DAS PW&WM: Modul Estate Planning (1)

Institut für Finanzdienstleitungen (IFZ), Zug
Modul Estate Planning im Rahmen des Master of Advanced Studies (MAS) und Diploma of Advanced Studies (DAS) Private Banking & Wealth Management 09/16.

Latest Releases

27 April 2018
Thomas Lüthi, Redaktor SRF
So ein Burger ist doch die perfekte Umschreibung für die Mehrwertsteuer! Vielschichtig, mit erlesenen Zutaten und komplexen Aromen.
27 April 2018
The RTV business fee (fee for radio and television) is payable in Switzerland from 2019 onwards. It will be levied on all Swiss and foreign persons that are registered for VAT in Switzerland and have a global turnover of more than CHF 500,000. This factsheet tells you all you need to know about it.