Swiss Wealth Tax Service

How we handle Swiss wealth tax

Swiss wealth tax is assessed annually at canton and communal level on your net assets. In practice, it is closely linked to your income tax filing: the same asset statements, valuations and canton allocations drive both tax types.

For this reason, we normally deliver wealth tax work as part of a combined Swiss personal tax engagement. Scope, pricing and engagement terms are therefore described on our Servizio svizzero dell'imposta sul reddito page, particularly for cross-border cases involving the US (Sesch USA LLC) or Germany (Sesch Group GmbH Wirtschaftsprüfungsgesellschaft) alongside Swiss tax (Sesch TaxRep GmbH).

If you are primarily concerned with wealth tax exposure (for example, due to a large securities portfolio, participation holdings or multiple properties), we will factor this into the overall income tax engagement rather than offering a separate, stand-alone wealth tax package.

Technical guide, calculator and planning tools

To understand your potential exposure or prepare for a mandate, you can use the following resources in our tax guide:

• Guida all'imposta sulla ricchezza in Svizzera
  Technical overview of wealth tax rules, thresholds, valuation principles and common planning themes.
• Calcolatore dell'imposta sulla ricchezza in Svizzera
  Calculator covering all cantons to estimate wealth tax based on residence, asset levels and basic assumptions.

Wealth tax by canton – selected hubs

Wealth tax rates, exemptions and implementation differ by canton. We maintain dedicated hubs for key cantons with significant high-net-worth or cross-border populations:

• Zurich – Wealth Tax Guide
• Zug – Wealth Tax Guide
• Schwyz – Wealth Tax Guide
• Vaud – Wealth Tax Guide
• Geneva – Wealth Tax Guide

Additional canton pages will be added over time. Where a canton is not yet covered in a hub, we provide bespoke analysis as part of the Swiss income tax engagement.

Talk to a Swiss wealth & income tax specialist

In a complimentary 20-minute discovery call, we can review your canton of residence, asset profile and cross-border links, and outline how wealth tax would be integrated into your overall Swiss income tax engagement.