Skip to main content

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

28 November 2019
09:05 12:20

Erbrecht/Familienrecht

Institut für Finanzdienstleistungen, Suurstoffi 1, Rotkreuz
Modul Erbrecht/Familienrecht im Rahmen des CAS Anlageberatung 01/19
4 December 2019
08:30 17:30

Asset Protection (1): Grundlagen, Ehe- und Scheidungsrecht

Universität Liechtenstein, Vaduz
Modul Asset Protection im Rahmen des Executive Master of Laws (LL.M.) im Gesellschafts-, Stiftungs- und Trustrecht

Latest Releases

8 November 2019
Die Digitalisierung bietet dem Stiftungsrat wertvolle Möglichkeiten, die Herausforderungen bei der Vermögensverwaltung zu meistern.