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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

27 September 2018
09:00 to 13:00

Update Erbrecht

Weiterbildungszentrum der Uni Zürich, Schaffhauserstr. 228
Aktuelle Entwicklungen im Erbrecht
25 October 2018
16:30 to 20:00
Stadtmuseum Aarau
1. Schweizer Digital Day in Aarau - Wir laden Sie ein zum Wissensaustausch und aktiven Networking.

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24 August 2018
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22 July 2018
Anna Szkudlarek
KENDRIS offers a full spectrum of CRS and FATCA services starting from helping financial institutions with fulfilment of their regulatory due diligence obligations to successful, automated submission of the regulatory reports. This fact sheet focuses on our reporting solution to assist you in the preparation and submission of reports under FATCA and CRS. Our technical team of legal, tax and accounting experts supported by our software based solution will provide you with a bespoke service to meet your particular needs and reporting obligations in a timely, accurate and efficient manner.