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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.

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
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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.