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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.

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

24 September 2019
08:30 16:30

Steuer- und Vermögensplanung für vermögende Privatpersonen (Immobilien)

ExpertSuisse, Stauffacherstrasse 1, Zürich
Seminar von ExpertSuisse
3 October 2019
17:00 17:45

Amtsannahme des Willensvollstreckers - erste Schritte der Amtsannahme

Chur, Restaurant Va Bene, Gäuggelistrasse 60
Vortrag beim Arbeitskreis Weiterbildung Recht

Latest Releases

4 July 2019
Immobilien-Transaktionen beinhalten Chancen sowie Risiken. Lesen Sie hier welches die entscheidenen Faktoren für eine erfolgreiche Investition sind.