Swiss Inheritance, Wealth and Property Tax Service

Swiss inheritance, wealth & property tax services

We separate Swiss private tax work into three service lines. Select the relevant area below to view scope, fixed-fee packages and canton-specific coverage.

• Service suisse d'impôt sur les successions
  Canton-level inheritance and gift tax support – from threshold and exemption analysis to filings, payments and communication with the tax authorities.
• Service suisse de l'impôt sur la fortune
  Annual wealth tax planning and compliance for individuals with significant Swiss assets, securities portfolios or multi-canton situations.
• Swiss Property Tax Service
  Support with property-related taxation, including cantonal real estate tax aspects and interaction with inheritance and wealth tax.

For technical background, case studies and planning themes, visit our Guide de l'impôt sur les successions, la fortune et la propriété en Suisse .

Talk to a Swiss private tax specialist

If you are unsure which service line fits your situation, we can clarify this in a complimentary 20-minute discovery call and point you to the right package.