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.

• Swiss Inheritance Tax Service
  Canton-level inheritance and gift tax support – from threshold and exemption analysis to filings, payments and communication with the tax authorities.
• Swiss Wealth Tax Service
  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 Swiss Inheritance, Wealth & Property Tax Guide .

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.