Individual taxation

We assist and advise our private clients in their personal tax affairs

  • Recurring tax reportings
    • Filling tax returns, consultancy and tax planning for the optimization of the tax burden
    • Assistance in connection with direct taxes (federal and cantonal)
    • Assistance in connection with anticipatory tax
    • Assistance in connection with real estate gain tax
    • Assistance in connection with other taxes and duties
  • Drafting of opinions and feasibility studies
  • Negotiation of tax rulings for foreign individuals (lump-sum taxation)
  • Domestic, intercantonal and international corporate tax planning and optimization
  • Use of double tax treaties and/or the Agreement on savings taxation between Switzerland and the EU for the refund of foreign withholding taxes (e.g. on dividends, interest, royalties, pensions, cross-border remunerations)
  • Tax and legal consultancy, setting-up and administration of trusts and foundations
  • Inheritance planning, tax and legal advisory in relation to estate planning (incl. business succession)
  • Restructuring of partnerships (transformation, mergers, demergers, sale of businesses)
    • Planning, optimisation and tax assistance
    • Drafting of contracts and members’ agreements
    • Project management, assistance in the negotiation
  • Representation in ambit of administrative criminal proceedings
  • Assistance and representation in international assistance requests (requests of exchange of information)