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.

Of Counsel Tax
Headquarter - Zurich
Albert Klöti
+41 58 450 59 13
Partner, Group Leader Legal Geneva, Office Managing Partner Geneva
Branch Office - Geneva
Thomas Narbel
+41 58 450 53 48

Events

29 August 2019
15:00 15:45

Willensvollstreckung - Aktuelle Praxis 2018-2019

Universität Luzern
Am 14. Schweizerischen Erbrechtstag werden die Gerichtspraxis der Jahre 2018-2019 und in diesem Zeitraum publizierte Literatur zur Willensvollstreckung vorgestellt und kritisch hinterfragt
3 September 2019
09:00 13:00

Erbschaftsplanung und Willensvollstreckung in der Praxis

Zentrum für Weiterbildung der Uni Zürich, Schaffhauserstrasse 228, Zürich
Update Erbrecht: Das Erbrecht ist sowohl auf nationaler als auch auf internationaler Ebene in Bewegung, es sind zwei Revisionen im Gang (Revision des ZGB und des IPRG). Flankierend dazu entwickelt sich die Rechtsprechung ständig weiter

Latest Releases

4 July 2019
Immobilien-Transaktionen beinhalten Chancen sowie Risiken. Lesen Sie hier welches die entscheidenen Faktoren für eine erfolgreiche Investition sind.
12 June 2019
The incorporation of a company is the realization of a collective project, in which several investors decide to join their forces. By making a contribution to the company, an investor becomes a shareholder, subject by law to certain rights and obligations.