Skip to main content

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.

Events

8 June 2018 to 9 June 2018
09:00 to 12:00

3. Schweizerisch-deutsche Erbrechtsgespräche

Universität Luzern
Gemeinsame Veranstaltung des Vereins Successio (Schweiz) mit der Deutschen Vereinigung für Erbrecht und Vermögensnachfolge (DVEV) Freitag: Seminar / Samstag: freiwilliges Freizeitprogramm
14 June 2018
09:15 to 21:00

MAS/DAS PW&WM: Modul Estate Planning (1)

Institut für Finanzdienstleitungen (IFZ), Zug
Modul Estate Planning im Rahmen des Master of Advanced Studies (MAS) und Diploma of Advanced Studies (DAS) Private Banking & Wealth Management 09/16.

Latest Releases

27 April 2018
Thomas Lüthi, Redaktor SRF
So ein Burger ist doch die perfekte Umschreibung für die Mehrwertsteuer! Vielschichtig, mit erlesenen Zutaten und komplexen Aromen.
27 April 2018
The RTV business fee (fee for radio and television) is payable in Switzerland from 2019 onwards. It will be levied on all Swiss and foreign persons that are registered for VAT in Switzerland and have a global turnover of more than CHF 500,000. This factsheet tells you all you need to know about it.