Swiss Tax Advice and Planning


 

Tax services for individuals / self-employed

Swiss personal tax
Recurring tax compliance services in assisting and advising in all Swiss personal tax matters, including national and international tax optimization of foreign source income and wealth.

Relocating within Switzerland or abroad
Tax and legal advice before the immigration fo Switzerland and additional services such as procedure to obtain residential permit  for foreign individuals from UE citizens and third state nationals (non-EU) wishing to relocate to Switzerland with or without lucrative activity.

Lump sum taxation
Advice on and analysis of lump sum taxation system in the field of relocation planning, negotiation with Tax Authorities to obtain individual tax ruling.

Foreigners with properties in Switzerland
Recurring Swiss tax compliance services for foreigners having properties in Switzerland.

Fiscal amnesty and voluntary disclosure
Assistance and consultancy for fiscal amnesty / voluntary disclosure procedures.

Real estate and movable assets
Providing specific advice for investments, disinvestments in real estate properties and / or movable assets.

Estate and inheritance planning
Consultancy, fiscal and legal advice in the field of estate and inheritance planning.

Due diligence
Fiscal due diligence reports, providing opinions and feasibility studies.

Trusts, foundations and associations
Tax advice and, if necessary, negotiation with the Tax Administration and setting up of special purpose vehicles, such as trusts, foundations and associations.

Intangible assets
Optimal structuring of intangible assets and design of their exploitation.

Tax controversies
Assistance in tax controversies and legal representation.
 

Tax services for businesses and companies

Relocating to Switzerland
Tax and legal advice to foreign companies wishing to relocate their legal seat or part of their business to Switzerland.

Forming a company in Switzerland
Tax advice / planning when forming a company in Switzerland and advice on the best legal form.

Swiss tax compliance services
Recurring corporate tax compliance services such as preparing and filing tax returns considering, whenever possible, fiscal optimization. Assistance in relation to all Swiss fiscal matters.

Due diligence
Fiscal due diligence reports, providing opinions and feasibility studies.

Investing and disinvesting
Tax and legal advice to foreign companies when wishing to invest or divest in Switzerland.

Corporate succession
Planning and assisting corporate succession of privately owned companies.

Moving abroad
Advice on tax consequences for Swiss companies (and their shareholders) wishing to liquidate or move their legal seat and decision centre abroad.

Tax disputes
Assistance in tax disputes and legal representation.