Zurich Inheritance Tax Service
Zurich Inheritance & Gift Tax — Planning & Fixed-Fee Filing Packages
Canton-specific planning and compliant filing for Zurich (ZH) inheritances, gifts and ZH-situs assets — for residents and nonresidents. Exemption analysis, valuations, cross-canton coordination and audit-ready documentation.
Inheritance & gift tax planning — Zurich
Forward-looking strategies to reduce exposure, align with canton rules and prepare clean filings later. Choose your track below.
Zurich Resident — Inheritance & Gift Planning
Tiered pricing by complexity (CHF)
- Tier A — Essentials: CHF 1,500–2,200 Primary home, brokerage/retirement, few beneficiaries.
- Tier B — Enhanced: CHF 2,300–3,600 Second home, small GmbH/partnership interest, charitable intent.
- Tier C — Advanced: CHF 3,900–5,900 Multiple properties, operating business, trusts/complex bequests.
What’s included
- Fact pattern & assets review, baseline exposure
- Scenario modelling (baseline vs. optimised)
- Recommendations: titling, lifetime gifts, structures (with counsel)
- Cross-canton & cross-border coordination notes
- Written planning memo & implementation checklist
Advisory only; legal drafting via your attorney/notary.
Nonresident — ZH-Situs Asset Planning
Tiered pricing by holdings (CHF)
- Tier A — Single asset: CHF 1,700–2,600 One ZH property or a single minority entity interest.
- Tier B — Multiple assets: CHF 2,900–4,600 2–3 ZH assets, basic apportionment, simple entity layers.
- Tier C — Complex cross-canton: CHF 4,900–7,200 3+ assets, operating businesses, cross-canton elections.
What’s included
- Exposure analysis for ZH-situs assets
- Apportionment & transfer scenario modelling
- Home-canton/home-country coordination map
- Liquidity planning for potential ZH tax
- Written planning memo & cross-canton checklist
Third-party valuations and legal drafting excluded.
Filing packages — Zurich inheritances & gifts
Transparent, fixed-fee filing support with audit-ready deliverables. Fees are in CHF, excl. VAT and third-party costs (e.g., official extracts, valuations, notary).
Many firms bill inheritance filings by the hour. Our fixed-fee model gives you defined scope, deliverables and timelines — no surprises or billing creep. Each package includes a written quote and audit-ready documentation.
Starter — Threshold & Filing Check (ZH)
CHF 430 flat fee
- Estate/gift & ZH-situs asset review
- Exemption & beneficiary-class assessment
- Filing decision memo (ZH required or not)
- Checklist of documents & next steps
What’s included
- 30–45 min intake + documentation review
- Written decision memo with rationale
- Route to Standard/Premium if filing needed
Typical turnaround: 3–5 business days
Standard — Preparation & Filing (ZH)
CHF 2,450 flat fee
- Everything in Starter
- Preparation & filing of Zurich inheritance/gift forms
- Bank/portfolio reconciliation (up to 4 accounts)
- Payment guidance & submission support
- Tax office liaison until assessment issued
What’s included
- Forms prep & reconciliations, transmittals
- One revision cycle after review
- Status tracking and deadline management
Typical turnaround: 2–4 weeks (after docs)
Premium — Property & Cross-Canton (ZH)
CHF 3,950–6,900 (fixed quote)
- All inclusions from Standard
- Real-estate valuation coordination (1 property in ZH)
- Securities valuation summary (up to 12 lines)
- Cross-canton coordination (up to 2 additional cantons)
- Objection/clarification cover up to 6 hours
What’s included
- Apportionment schedules & workpapers
- Filing calendar across cantons & responsibilities
- Audit-response drafting within included hours
Typical turnaround: 4–10+ weeks (case complexity)
Need a tailored scope? We can quote micro-engagements (e.g., valuation memo only) or bespoke mandates for larger estates/businesses.
Our process
- Discovery (free): facts, deadlines, assets, canton links
- Engagement & checklist: scope, fixed fee, documents list
- Analysis & drafts: exemptions, valuations, filing drafts
- Review & filing/implementation: confirm approach; submit forms or implement plan with counsel
- Follow-through: receipts, confirmations, audit-ready file
Timelines vary by data quality, property valuations and tax office workload.
Zurich Inheritance Tax Guide — Hub
- Zurich Inheritance & Gift Tax — Guide (Overview)
- Zurich Inheritance Tax — Forms & Deadlines
- Zurich Inheritance Tax — Calculator
- Nonresidents with ZH-Situs Assets — Filing Guide
- Zurich Inheritance & Gift Tax — Planning
- Zurich Inheritance Tax — Cases & Rulings
Prefer done-for-you? Book a discovery call and we’ll handle planning and filing end-to-end.
Why choose us?
- Canton-focused expertise: Zurich procedures + cross-canton alignment
- Predictable pricing: fixed-fee planning & filing
- Executor- & counsel-friendly: checklists, timelines, clean workpapers
- Complex-ready: property, portfolios, closely-held shares
Talk to a Zurich Inheritance Tax Specialist
Get clarity on exemptions, valuations and deadlines. We’ll recommend the right planning or filing package and provide a fixed-fee quote.
This page is general information, not legal or tax advice. Engagements are governed by our letter of engagement.