Legal & Tax Consultancy
For private individuals
We advise you on matrimonial property and inheritance law, tax and corporate law as well as capital market law. We specialize in succession planning for individuals, families and companies. We support you in the contractual arrangements, in valuations of real estate and companies, in financing or in the settlement and division of estates.
For foundations and non-profit organisations
We advise you in all legal and organizational matters of a foundation or a non-profit organisation. We support you in the foundation process, in the tax exemption, in the setting up of the investment regulations, in the drafting of contracts and in the structuring of the awarding processes. Our umbrella foundation and our networks are at your disposal as a platform for the efficient set-up of non-profit projects in Switzerland and in the cross-border area.
For companies
We support you with the succession planning for your company, advise you on matters related to tax law and the Swiss Code of Obligations, help you assess your company and optimise financing. We edit financing agreements, employee participation programmes and shareholder agreements. We assist you in your negotiations with banks and investors.
Legal advice
We advise you in all legal matters related to the assets, from contractual to procedural questions in the area of tax law:
- Purchase and assignment agreements
- Last wills
- Advice in the area of matrimonial property and inheritance law, gift deeds
- Private insurance and annuity agreements
- Loan and mortgage agreements
- Advice when founding companies
- Advice when establishing foundations
In the event of more complex legal questions, we work with specialist partners.
Tax advice
We advise natural persons and legal entities in tax matters, helping them to establish optimal tax planning. What has to be taken into account from a tax perspective when assets are transferred?
- How can I organise and draw on my pension provision in a tax-optimised manner?
- How can I optimise my income and wealth taxes?
- What should I take into account from a tax perspective when investing?
- From a tax perspective, does it make sense to establish a company?
- How can inheritance and gift taxes be minimised?
Tax declaration
We prepare tax declarations for our clients in every canton in Switzerland. In addition to the ordinary tax declaration for income and assets, we also prepare tax declarations in connection with inheritances, gifts and property gains. In the area of investments, we reclaim foreign withholding tax and ensure that non-recoverable withholding tax is offset against your taxes.
Financial planning
We advise you on the accumulation of your pension provisions and your retirement planning. We help you select pension products and plan asset accumulation using suitable investments in terms of your age or retirement date.
On request, retirement planning is included as part of a comprehensive financial plan that presents various scenarios, such as early retirement and its impact.
Succession planning
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We advise you in matrimonial property and inheritance law matters, and take care of processing and managing estate assets.
- Would you like us to conclude a matrimonial property or inheritance contract?
- How can we simplify your estate and take care of your survivors?
- Should we transfer assets to your children during your lifetime?
- How can your estate be divided?
- What are the tax implications to be considered when estate planning?
- What should be taken into account in respect to company succession planning?
Financing
We advise individuals and legal entities in financing matters and compare the offers from various mortgage providers. On request, we create the ideal financing mix for long-term asset flow planning. We calculate the effects of direct and indirect amortisation.
Your contact persons
Marc Baumann
CEO, partner, member of the Board of Directors
+41 (0)31 311 87 10
marc.baumann@invethos.ch
Hans-Ulrich Gilgen
Tax and accounting
+41 (0)31 311 87 68
hansulrich.gilgen@invethos.ch
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