Private Affairs
A residence in one country, a company in another, children at school in a third, and advisers in all of them who have never spoken. We take the Swiss part and we speak to the rest.
Swiss returns prepared and filed, and the position behind them understood before the year begins rather than explained after it ends. Where income or assets sit in more than one country, we work through the treaty position rather than assuming it.
Annual tax returns · Tax at source and rectification · Foreign income and assets · Treaty questions · Property and rental income
The canton you choose has consequences that outlast the move. We set out what each option means for your position, then coordinate the practical sequence — permit, registration, insurance, the first tax year — with the authorities and with whoever is handling the move itself.
Cantonal comparison · Residence and permits · Registration with the commune · Coordination with relocation and legal advisers · First-year filings
Which system you belong to is rarely obvious when you work in several. Getting it wrong is expensive in both directions — contributions paid twice, or a gap discovered years later. We establish the position and keep the paperwork behind it.
AHV/AVS affiliation · Cross-border coordination · Pension and pillar arrangements · Health and accident cover · Certificates of coverage
We are not a law firm and we do not draft your will. What we do is establish the Swiss tax and administrative consequences of what is being planned, work alongside your notary and counsel, and carry the filings and formalities when the time comes.
Swiss inheritance and gift tax position · Coordination with notaries and counsel · Estate administration filings · Family company transfers
Private files are handled by named people, not passed through a department. Nothing about a client appears in our marketing, our case descriptions carry no names, no amounts and no dates, and we ask for no reference you would not want given.
How the engagement runs
01
In confidence and without charge. Where you live, where you earn, where you hold, and what you are planning to change.
02
Where you stand today, what is uncertain, and which of those uncertainties we would verify before you act.
03
Set out plainly, including the option of doing nothing, and what each one costs in money, time and flexibility.
04
Annual filings, the deadlines tracked by us, and a review whenever something in your life actually changes.
We are fiduciary and tax advisers. We do not manage money, sell products or take a share of what you hold, and we work alongside the people who do.
Lump-sum taxation, voluntary disclosures and positions that need regularising.
The sequence of an arrival, for a family and for a business at the same time.
If there is a company behind the personal position, we can hold both files.
You don't need to know exactly what you need. Describe the situation and we will tell you whether it is something we should handle, and what it would involve.
