Inheritance tax in Switzerland: rules, rates and planning opportunities




 Inheritance tax in Switzerland occurs at the last residence or abode of the deceased person. Only two cantons levy inheritance taxes on the overall estate without considering the relationship between spouses, children, and other relatives. The Swiss Constitution prohibits double taxation between cantons, so they must follow allocation rules. Inheritance tax planning is business as usual in Switzerland. Due to gift and inheritance tax exemptions or reduced tax rates, family wealth can be preserved over generations. In addition, the country's liberal legal and tax environment enables predictable and effective wealth planning strategies, including estate planning.

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