Who this Zug tax service is for

This page is designed for clients who need integrated, canton-specific advice in Zug. Typical situations where we act as Zug tax advisor include:

• Residents of Zug with substantial income, portfolios, real estate or business interests
• Entrepreneurs and shareholders with operating companies or holding structures in the canton
• Families facing inheritance or gifting questions involving assets and heirs in Zug
• Executives with equity compensation taxed partly in Zug and partly abroad
• Foreign investors and expats who need Zug wealth tax planning and treaty analysis
• Corporates and groups requiring bookkeeping, audit, valuation and tax in Zug

Zug tax services at a glance

All core areas of cantonal taxation in Zug are covered through dedicated hubs and service lines:

Zug income tax service

Our Zug income tax service is aimed at clients whose tax situation goes well beyond a simple salary-and-rent return. As canton-based tax advisors and consultants, we work with:

• Residents with multiple income streams (employment, bonuses, equity compensation, self-employment)
• International executives taxed in Zug and abroad (US, Germany and other jurisdictions)
• Entrepreneurs drawing dividends, salaries and management fees from Zug companies
• Clients with investment portfolios, private equity and real estate income

The Zug income tax hub provides a detailed, technical overview of cantonal rules and municipality-specific aspects. For concrete, fixed-fee options and scope, see the Zug income tax service page.

We integrate Zug income tax with foreign tax filings wherever needed, so that income is consistently treated in Switzerland and abroad and double taxation is mitigated through treaty and credit mechanisms.

Zug wealth tax planning and filing

The canton of Zug levies wealth tax on worldwide assets of residents, at internationally competitive effective rates compared to many other Swiss cantons. Our wealth tax advisory for Zug covers:

• Classification and valuation of portfolios, structured products and alternative investments
• Valuation of shares in privately held companies and holding structures located in Zug
• Wealth tax implications of relocating into or out of Zug, including choice of municipality
• Aligning wealth tax reporting with inheritance and gift planning

For technical details, thresholds and rates, see the Zug wealth tax hub. For the broader national framework, you may also refer to our Swiss wealth tax guides and tools.

Zug inheritance and gift tax service

Zug applies cantonal rules on inheritance and gift tax with far-reaching relief for close family members and differentiated rates for more distant relatives and unrelated beneficiaries. Our inheritance tax service in Zug helps:

• Families planning transfers of real estate, businesses and investment portfolios located in Zug
• Cross-border estates with heirs or assets in Zug and other countries
• Clients considering lifetime gifting strategies to optimise inheritance and wealth tax over time
• Heirs who need to understand and manage inheritance tax filings and deadlines

The Zug inheritance tax hub sets out the technical background, including calculators, planning notes, nonresident guidance and forms. Practical service options and indicative fees are described on the Zug inheritance tax service page.

In many cases we combine inheritance tax planning with wealth tax, asset protection and international structuring so that families have one coherent plan rather than isolated steps.

Business and corporate tax in Zug

For companies and groups, we act as Zug business tax advisor on cantonal and federal matters. Typical mandates include:

• Corporate income and capital tax planning for Zug companies and permanent establishments
• Group structures, holding companies and financing structures involving Zug entities
• Business relocations into or out of Zug, including tax ruling support
• Management incentive plans and participation schemes for key executives

For detailed information on corporate tax in the Canton of Zug, including practical guidance, special cases, as well as relevant thresholds and tax rates, please refer to our Zug corporate tax hub. If you require support with tax classification, planning, or implementation, our Zug corporate tax service page outlines the available services.

For the broader national context and comparisons with other cantons and the Swiss federal framework, please also see our Swiss corporate tax overview.

Bookkeeping and accounting service for Zug entities

Reliable bookkeeping and compliant financial statements are the foundation for accurate tax filings in Zug. Our bookkeeping and accounting service covers:

• Day-to-day bookkeeping for companies, branches and permanent establishments in Zug
• Preparation of Swiss statutory financial statements (OR) and Swiss GAAP FER accounts
• Management reporting, consolidation and KPI dashboards for groups with Zug entities
• Alignment between accounting policies and Zug tax treatment

For conceptual and technical guidance, see our Swiss bookkeeping and accounting guide. For concrete service packages and pricing, refer to the Swiss GAAP & accounting service page.

Audit and review service in Zug

Depending on size and structure, entities in Zug may be subject to limited or ordinary audit requirements, or they may voluntarily opt for a review. Our audit and review service includes:

• Limited and ordinary audits of Zug companies and groups
• Review engagements where a full audit is not required or desired
• Special audits under Swiss corporate law (e.g. contributions in kind, capital reductions)
• Coordination of audit findings with Zug tax planning and compliance

For details, see the dedicated audit and review service page. Audit work is coordinated with our tax and accounting teams so that issues are addressed consistently across all workstreams.

Valuation services for Zug companies and assets

Valuations play a central role in Zug for tax, M&A, inheritance, shareholder and litigation cases. Our valuation team provides:

• Valuation of privately held companies and shareholdings for tax and transaction purposes
• Valuation of businesses and assets for inheritance, gifting and matrimonial property settlements
• Fairness opinions and support in negotiations between shareholders or family members
• Documentation tailored to expectations of the cantonal and federal tax authorities

More information is available on our valuation service page. Valuation work is usually integrated into broader Zug tax and structuring engagements.

Asset protection and foreign trusts with Zug connections

For internationally mobile families and entrepreneurs with ties to Zug, asset protection structures such as foreign trusts, foundations or holding companies must be aligned with Swiss and cantonal tax rules. Our work in this area focuses on:

• Assessing existing foreign trusts and structures in light of Zug and Swiss tax practice
• Designing holding and asset protection structures that are robust and tax-efficient
• Coordinating with foreign counsel in key jurisdictions (e.g. US, common law trust jurisdictions)
• Integrating asset protection with inheritance, wealth and income tax planning in Zug

Our dedicated focus page on foreign trusts and asset protection explains the cross-border context. On this canton page, we bring that expertise into the Zug framework.

Talk to a Zug tax specialist

In a complimentary 20-minute discovery call, we clarify your Zug tax profile – including income, wealth, inheritance, business, bookkeeping, audit and valuation needs – and outline an appropriate engagement structure tailored to your situation.