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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.

Thomas Narbel

Partner, Group Leader Legal Geneva, Office Managing Partner Geneva

Tax & Legal Advice
Compliance
Finance and Banking

Events

17 September 2020
09:00 13:00

Erbschaftsplanung und Willensvollstreckung in der Praxis

Weiterbildungszentrum der Universität Zürich, Schaffhauserstrasse 228, Zürich
Update Erbrecht: Das Erbrecht ist sowohl auf nationaler wie auch auf internationaler Ebene in Bewegung; es sind Revisionen im Gang (Revision des ZGB und des IPRG). Daneben entwickelt sich die Rechtsprechung ständig weiter.
25 September 2020
08:30 16:30

Steuer- und Vermögensplanung für vermögende Privatpersonen

ExpertSuisse, Stauffacherstrasse 1, Zürich
Leitung des Seminars "Fit in der Treuhandberatung, Teil 5: Steuer- und Vermögensplanung für vermögende Privatpersonen"

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6 January 2020
Steueroptimierung: Oliver Weber über Steueroasen für den Ruhestand und den wichtigsten Steuertipp für Wohlhabende.