Given the increasing complexity of legal and tax systems, optimisation of the current and future structure of your assets no longer merely depends solely on prudent investments.
Range of services
Our tax experts will be happy to advise and assist you in all tax matters including:
- Representing you in dealings with the Swiss tax authorities
- Analysis of your tax situation (calling in experienced local experts)
- Looking into the implications of changes of residence or domicile
- Tax-optimised structuring of all asset investments, e.g. by setting up a tax-efficient insurance solution
- Tax-optimised transfer of assets to the next generation
- Tax advice in connection with company restructurings and the purchase and sale of companies, as well as assistance with staff participation models
- Questions of international tax law and problems in connection with dual taxation agreements
- Advice in all special tax areas (withholding tax, value added tax, inheritance and gift tax)
- Preparing tax returns, checking tax assessments and bills
We’re here for you
Would you like more information, or can we assist you personally? Talk to your Julius Baer relationship manager. We look forward to hearing from you.