Taxes and pensions.

We analyse your asset structure with a view to finding ways to optimise your tax position. Very often, real estate and participations offer untapped potential. Of course, we will also take care of your tax return.

We advise on the preparation and implementation of the relocation process. Next to taxes, we consider related legal issues (e.g. adjustments to existing matrimonial and estate planning arrangements) and social security questions. Where necessary we will obtain necessary permits.

The so-called forfait fiscal remains an appealing planning tool. The Swiss having voted in to keep the forfait it is now here to stay. We conduct the negotiations with the cantonal tax administrations wherever needed.

International executives often need to deal with multiple pension plans in various jurisdictions. We advise on efficiently consolidating the plans across borders.

Financial privacy is on the wane, also due to the automatic exchange of tax information. A voluntary disclosure will often allow declaring undisclosed assets at advantageous conditions.

AEOI may result in sensitive data being unnecessarily transferred between authorities. We assist in reducing the exchange to the required minimum. We also advise financial intermediaries in complying with their AEOI related obligations.

Increasing transparency, in particular also due to AEOI, lead to larger numbers of international assistance procedures. We assist in preparing and managing those procedures.

Together with the entrepreneur we develop the right holding structure. Often that will be in view or in the context of estate and succession planning.

Tax is a substantial cost to enterprises. We assist in the organisation and structuring of companies, tax planning and finalising annual accounts. Often, we also complete tax returns and conduct appeal procedures.

Switzerland boasts a favourable economic, administrative and fiscal climate. We attend to all aspects of organising Swiss corporate bases, whether by establishing a new entity or relocating existing ones.

Although in some instances exchanged at international level rulings will continue to play a major role in Swiss tax planning. We will negotiate with the cantonal and federal authorities on your behalf.

Tax proceedings cannot always be avoided. We support you in conducting tax proceedings before all Swiss authorities and courts in an efficient and targeted manner.

We examine existing structures from a tax point of view (“health check”) and assist in clearing up or simplifying structures. Where necessary we conduct voluntary disclosure proceedings.

We help calculate tax expenses and any required provisions. That increases transparency for your enterprise and enables early identification of tax risks.

We solve the questions both at the enterprise’s and entrepreneurial levels, in particular in relation to wealth tax, remuneration and exit.

ESP act as incentive tools and aim to increase the identification of employees with their employers. We evaluate the needs and develop the plan appropriate for your organisation.

Tax law is not an exact science. We provide expert evidence, legal opinions and second opinions.