Practice 03

Tax Planning

Decided in advance, not repaired afterwards

Swiss tax rewards planning. We advise companies, their owners and private clients on how a structure, a move or a transaction will actually be taxed — federally, at cantonal level in Geneva and Vaud, and across borders.

What we do

01

Corporate tax

  • Corporate income and capital tax returns
  • Choice of legal form, group structure and financing
  • Participation relief, loss carry-forwards and reorganisations
  • Transfer pricing documentation and intra-group agreements
02

Private clients & executives

  • Personal income and wealth tax returns
  • Equity, bonus and pension-buyback planning for executives
  • Lump-sum taxation and residence questions
  • Real estate, gift and inheritance tax
03

Cross-border & relocation

  • Double tax treaty analysis and withholding tax reclaims
  • Arrival in and departure from Switzerland
  • Permanent establishment and remote-work exposure
  • Coordination with advisers in your other jurisdictions
04

Rulings & authorities

  • Advance tax rulings with the cantonal administrations
  • Responses to enquiries, reassessments and objections
  • Voluntary disclosure and regularisation
  • Representation during tax audits

How we work

We say plainly what is certain, what is arguable and what is not worth doing. Where an answer needs the tax administration's confirmation, we go and get it in writing.

All four practices

01

Family Office

02

Accounting

03

Tax Planning

04

IT Services