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Attorneys and Tax Advisors

«Rules serve the implementation of law, however not of justice.»

Rupert Schützbach, German aphorist (*1933)

Our services in tax, business and inheritance law

All of our partners have been trained either as lawyers or as tax experts and are highly qualified in their areas of legal expertise. As former tax commissioners, legal secretaries, tax auditors or substitute judges we also know «the other side» - a distinct advantage.
We look forward to advising you on your questions soon. We are glad to personally advocate your legal causes all the way to their successful implementation.

 

Our services in tax, business and inheritance law

All of our partners have been trained either as lawyers or as tax experts and are highly qualified in their areas of legal expertise. As former tax commissioners, legal secretaries, tax auditors or substitute judges we also know «the other side» - a distinct advantage.
We look forward to advising you on your questions soon. We are glad to personally advocate your legal causes all the way to their successful implementation.


National and international tax law
National and international tax law
Private individuals
You value personal service and discretion in the handling of your tax affairs. It is important to you to know that such tax-related matters –for example your tax return –, are always in good hands. Drawing on our decades of broad experience as tax consultants, we provide numerous domestic and international services in tax and social security law. Our clients value our competence and foresight.

Tax consulting and planning within a national as well as international context

  • Current-state analysis of tax and social insurance aspects encompassing familial and professional situation
  • Tax planning for purchase/sale as well as administration/renovation of property
  • Tax planning for acquisition/divestment of participations and securities
  • Inheritance and donation tax, consulting and execution
  • Advice in questions of domicile from a tax perspective, in addition to inter-cantonal and international tax apportionment
  • Analysis and advice vis-à-vis the 2nd and 3rd pillars of pension provisions (tax optimization for payment and payout planning)
  • Family office services

Tax declaration

  • Preparation of tax filings
  • Working out of tax apportionment
  • Support in assessment processes
  • Reclaiming of national and foreign withholding tax
  • Creation of voluntary disclosures for private individuals and heirs

Special taxes

  • Handling immigration and migration of natural persons
  • Processing lump sum taxation
 
National and international tax law
Entrepreneurs and legal entities
As with every successful enterprise, your various tax-related expenditures ultimately constitute considerable cost factors. This is true for periodic taxes, and more so for the fiscal burdens having to do with special projects, e.g. restructurings, acquisitions or order of succession. Just as for your competitors, the design of your company's tax components is crucial in ensuring its long-term profitability. We will support you and safeguard your interests from your tax filings to the creation of tax-optimized structures, always with a holistic, forward-looking approach.

Comprehensive tax advice and planning for national and international companies – in all fiscal and planning matters

  • Annual statement of accounts design
  • Restructurings
  • Tax-privileged entities
  • Property gains, real estate transfer and property taxes
  • Renovations / liquidations
  • Support of employers and employees with international assignments and relocations
  • Tax and social insurance law judgements on various compensation models (Employee participation plans)
  • Advice and handling of value added and withholding taxes, as well as issuing and operational levies

Business incorporations, succession, restructuring and sale

  • Business incorporations
  • Creation of tax-optimized and business transfer concepts
  • Inheritance and social insurance legal analysis and consultancy
  • Restructuring of corporate bodies
  • Transformation of sole proprietorships/associations into corporate bodies
  • Contractual execution and implementation of succession structures
  • Sale of companies
  • Tax due diligence reviews
  • MBO

Provisional decisions and rulings

  • Preparation of approvable expense regulations
  • Preparation and implementation of employee participation programmes 
  • Creation of provisional decisions and rulings
  • Drafting of opinions and risk analyses

Tax return

  • Preparation of tax returns for all tax types
  • Preparation of intercantonal allocations of taxes
  • Reclaiming dividend tax and foreign withholding tax

Special taxes questions

  • Advice and support for immigration of persons and setting up foreign companies
  • Fatca-AIA
  • Transfer pricing

Legal and court representation before tax authorities and in legal proceedings
Legal and court representation
Have you received unpleasant correspondence from the tax authorities? Is there an audit pending, have you been asked to deliver more documents or to respond to requests? Or is there an impending correction of your tax filing; was one already done? Often these letters contain short deadlines along with the threat of considerable sanctions. To avoid unjustified taxes or fines, fast and competent action is required now. As your specialist attorneys for tax proceedings, we take care of all of this for you.

Private individuals

  • Comprehensive advice on meeting requirements and proposed assessed tax valuations
  • Protection of interests in contentious proceedings before all tax authorities
  • Legal representation at cantonal and federal courts
  • Representation in matters of supplementary tax, administrative fine and criminal tax proceedings

Legal entities

  • Comprehensive advice on meeting requirements and proposed assessed tax valuations
  • Support in tax audits
  • Protection of interests in contentious proceedings before all tax authorities Legal representation at cantonal and federal courthouses
  • Representation in supplementary tax, tax evasion and other criminal tax proceedings

Trustee services, accounting and value added tax

Our accounting department will support you in matters of:

 

  • Business management analysis consulting in purchase or sale of companies
  • Support in acquisition or divestiture of real assets
  • Granting of domicile
  • Board of directors or foundation board mandates
  • Advisory board mandates
  • Administration of financial accounting, accounts receivables and payables
  • Payroll accounting including settlement of social insurances and issuing payment statements
  • Preparation of financial statements
  • Balance sheet and income statement analysis
  • Real estate accounting
  • Securities accounting
  • Accounting for private individuals, monetary transactions, handling of official correspondence

Further services
Further services

Inheritance law and estate planning

Are you currently considering how to approach your estate planning? A cornucopia of complex questions merits consideration, dependent upon your needs, your familial and professional situation. For example, it is necessary to determine in what form you wish to transfer your estate to your heirs. Should certain assets be transferred to the next generation during your lifetime? Would you like to maintain right of use of these assets? We will advise you competently and discretely on such areas as:

  • Estate planning, drawing up of testaments and contracts of inheritance
  • Advising on matrimonial property regimes, creation of marriage contracts
  • Administration and allotment of estate assets
  • Execution of wills
  • Succession planning for family businesses

Company law

Whether your firm is still young or already a well-established player: there are always many-faceted questions to answer. How do you wish to be organized, to present yourself to the outside world? Which legal structure is most appropriate for your company and business activity? Or are you in the process of preparing a sale? We will gladly advise you with know-how and commitment. Our range of services:

  • Expert support for start-ups and re-establishments
  • Consulting and administration of businesses
  • Development of bylaws and regulations
  • Supervision of restructurings
  • Divestiture and liquidation of companies
  • Related legal fields such as tenancy and labour law
  • Corporate administration, corporate compliance, board mandates

Foundations, trusteeships, associations

Are you looking to establish a foundation with a charitable purpose? Should this begin its activity during your lifetime or after your passing? There is a lot to take into account – especially from a tax perspective - for a charitable institution, properly established and registered, is freed from general corporate income and capital taxes.


Our team of distinguished foundation law professionals and tax experts will advise you competently and with dedication.

Child and adult guardianship law (KESB)

With increasing age, the capacity of human beings to make a rational judgement tends to wane.
For this reason, an adult guardianship law has been in effect in Switzerland for several years now. Parallel to this, a new authority has been created: The Child and Adult Guardianship Agency. For people who can no longer request assistance for themselves, this agency determines what measures are to be taken for them – and by whom. With a health care proxy, it is you who determines which persons are authorized to care for you in such a case.


A second example: After the death of a father it is conceivable that the KESB might assume guardianship of the underage children – and the surviving wife is unable to dispose independently of assets left to her. To avoid such situations, prudence requires advance arrangements for the most important matters at hand. Our services include:

 

  • Health care proxy
  • Patient's provisions
  • Economic provisions
  • Guardianship mandates

Financial intermediary SRO

Our accreditation as a financial intermediary allows us to carry out payment transactions for our clients as a corporate organ. Our specialists will be glad to support you in the following areas:

 

  • Board mandates
  • Handling personal payment transactions
  • Accounting
  • Investment management