nachlasstreuhand.ch

Inheritance Tax

Tax advice in the field of estate planning involves long-term measures during the testator’s lifetime.

We develop measures how to optimize taxes and costs with a succession plan

For private persons, we take care of the tax returns. We represent our clients vis-à-vis the tax authorities, mainly in the fields of inheritance/gift taxes and real estate gains taxes, where we have long standing practical experience.

After the testator’s demise, there are opportunities for saving costs and taxes too. Depending on the heirs’ domicile and the structure of the assets, we look for the most advantageous solution in distributing the deceased’s assets.