“In times of such rapidly changing social, economic and political conditions, private individuals and businesses need clear strategies and through planning to be able to achieve their goals.”

Private Client Services:

• Tax consulting services as well as compliance services such as preparation of Swiss as well as other selected countries (France, Germany, Italy and UK – through our partner firms) income tax returns
• Source tax settlements or source tax correction applications
• Reclaiming of tax at source on Swiss and foreign investments
• Lump sum taxation in Switzerland negotiations with the responsible tax authorities
• National- and international tax structuring, as well as founding of Swiss capital companies covering all legal as well as accounting aspects (e.g. contractual set-up/framework, statuary, audit and further services)
• Estate planning
• Voluntary disclosures in Switzerland
• Expense regulation
• Social security consulting as well as compliance services, such as social security settlements, obtaining certificates of coverage, as well as immigration services

Expatriate- and Local Foreign Hires Services

• Arrival and departure briefings (i.e. outline/explanation of Swiss tax, social security as well as immigration consequences/issues).
• Preparation of source tax as well as social security calculations and settlements
• Preparation of Swiss income and wealth tax returns for residents as well as non-residents (including interactional/international tax allocations).
• Filing of source tax correction applications
• Preparation of tax calculations/comparison (e.g. gross-to-net, net-to-gross, gross-up, tax reconciliation, comparison of different residency scenarios/locations, etc.)
• Specific tax advisory services for individuals with a foreign/multinational background
• Immigration services
• Support of the Human Resource/Global Mobility department in terms of planned assignments/international transfers, such as clarification of Swiss tax, social security and immigration consequences and preparation of cost estimates for the planned assignments/transfers.
• Policy check-up as well as development and review of assignment contracts and tax optimized compensation packages.
• Compensation accumulation as well as preparation of wage statements including international allocation of compensation and benefits.
• Negotiations with the authorities (i.e. obtaining tax and social security rulings).
• Cooperation/coordination with foreign tax advisors.