We advise both natural persons and entities in tax issues and help you optimize your tax situation. Our focus is not primarily on maximum tax allowances but on finding comprehensive solutions that cover legal and personal aspects, too.

  • What are the ramifications of private and business decisions for my tax situation?
  • What do I have to consider when transferring assets?
  • How can I plan my retirement in a tax optimized way?
  • How can I improve my income and property tax situation?
  • What do I have to consider from a tax point of view when investing financially?
  • Would a company formation make sense from a tax perspective?
  • How can inheritance and gift taxes be reduced?
  • How can foreign (e.g. US-American) inheritance taxes on securities be avoided?
  • What are my tax advantages should I decide to draw graded earnings from my pension assets?

A specific area we would like to emphasize is the advisory of charitable foundations and societies. Here we make requests for tax exemption and advise you in terms of the tax deductibility of charitable donations.

In the area of taxes please contact:

Marc Baumann
E-Mail: marc.baumann(at)invethos.ch
Tel: +41 (0)31 311 87 10

Hans-Ulrich Gilgen
E-Mail: hansulrich.gilgen(at)invethos.ch
Tel: +41 (0)31 311 87 11