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Lump-Sum Taxation

As a high-net-worth individual, you seek a tax-optimised domicile. In addition to taxation on expenditures (lump-sum taxation) in Switzerland, you should also review taxation on a remittance basis in the UK (resident non-domiciled).

After the decision regarding your domicile has been taken, we will negotiate the conditions of lump-sum taxation in Switzerland with the tax authorities. In doing so, we'll take account of your international tax situation, particularly:

  • Recognition of your Swiss domicile by foreign tax authorities
  • Dual taxation situation

You will receive the relevant tax comparisons during the planning phase. In addition, we will help you choose the canton or municipality that is right for you. Following your move, your tax situation will be optimised along with your family office, your asset management and your bank.

If you are resident in the UK, we will review the conditions and options for taxation on a remittance basis for you. When implementing these taxation options, we will advise not only you, but also your asset managers and banks. This will make it possible to successfully implement the necessary segregation or separation of investments that is required for this type of taxation.

Head Individual Taxes
Headquarter - Zurich
Cecilia Stenberg
+41 58 450 59 34
Partner, Group Leader Legal Geneva, Office Managing Partner Geneva
Branch Office - Geneva
Thomas Narbel
+41 58 450 53 48

Events

6 June 2019 8 June 2019
09:15 13:15

MAS/DAS PW&WM: Modul Estate Planning

Institut für Finanzdienstleistungen (IFZ), Zug
Leitung des Moduls Estate Planning im Rahmen des Master of Advanced Studies (MAS) und Diploma of Advanced Studies (DAS) Private Banking & Wealth Management 11/18.
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

Latest Releases

11 April 2019
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