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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.

Thomas Narbel

Partner, Group Leader Legal Geneva, Office Managing Partner Geneva

Tax & Legal Advice
Compliance
Finance and Banking

Events

25 September 2020
08:30 16:30

Steuer- und Vermögensplanung für vermögende Privatpersonen

ExpertSuisse, Stauffacherstrasse 1, Zürich
EXPERTsuisse Seminar "Fit in der Treuhandberatung, Teil 5: Steuer- und Vermögensplanung für vermögende Privatpersonen" mit 4 KENDRIS-Referenten
5 December 2020
13:30 15:00

Willensvollstreckung

Kartause Itingen, Warth (TG)
Vortrag im Rahmen des Kurses "Fachanwalt SAV Erbrecht"

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