Offer

Legal, tax and financial advice

for clear and forward-looking decisions

We advise private individuals, companies, foundations and NPOs on all legal and tax issues - from matrimonial and inheritance law to corporate and succession planning, foundation formation, tax exemptions and the design of investment guidelines.

Contact persons
Location Bern Stephanie Cuche +41 31 311 62 39
Location Bern Marc Baumann +41 31 311 87 10
Location Bern Hans-Ulrich Gilgen +41 31 311 87 68

Our legal and tax advisory services

We optimise the legal and tax aspects of your estate: from matrimonial property and inheritance agreements to wills and estate settlement. We support entrepreneurs in the planning and implementation of company succession.

  • Marital property and inheritance contracts
  • Wills and gift agreements
  • Purchase and assignment agreements
  • Estate settlement and administration
  • Planning and implementation of company succession

We analyse your tax situation, identify opportunities for optimisation and support you in implementing them. On request, we can take care of your tax returns in all cantons, including special cases such as inheritances, property gains or withholding tax reclaims.

  • Tax optimisation for private individuals and companies
  • Advice on the formation of companies
  • Preparation of tax returns (income, assets)
  • Special cases: inheritances, property gains, withholding tax reclaims
  • Ongoing tax support and compliance

Whether asset accumulation, pension planning or retirement: we create scenarios, plan capital flows and help you choose the right pension solutions - including tax and liquidity planning.

  • Analysing income, expenses and assets
  • Pension planning (pillars 1-3), retirement and early retirement scenarios
  • Selection and review of private insurance and pension contracts
  • Planning capital flows and liquidity

We advise you on property financing, compare offers and help you choose the right mortgage or amortisation model.

  • Comparison and negotiation of mortgage offers
  • Advice on loan and credit agreements
  • Planning amortisations and asset flows

"A good investment strategy needs legal and tax clarity. We think ahead so that you can make informed decisions - today and in the future."

Marc Baumann Partner Invethos

Our Blog

1e solution with case study

Legal & Tax
Mehr zu 1e solution with case study

changes to pension benefits since 1 January 2024 as a result of the AHV reform

Asset management & pension provision
Mehr zu changes to pension benefits since 1 January 2024 as a result of the AHV reform

Home ownership subsidy? Does it make sense or not?

Good to know, Legal & Tax
Mehr zu Home ownership subsidy? Does it make sense or not?