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OUR APPROACH
Personalised tax advice for every stage of your life
Your personal and financial circumstances evolve over time, and each new stage of life can have tax implications. Whether you are preparing your annual tax return, purchasing property, planning your retirement or organising your estate, our specialists help you understand your obligations and make informed decisions.
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Our approach combines technical expertise, attentive listening and a thorough understanding of your personal circumstances. We provide clear, practical advice tailored to your needs, helping you manage your tax affairs with confidence.
Understand
Assess your personal and financial circumstances to identify your tax obligations and specific needs
Safeguard
Ensure compliance with applicable tax requirements and help you manage potential tax risks
Optimise
Identify appropriate tax planning opportunities and anticipate the implications of your decisions
TAX ADVISORY
Tax support at every stage of your life
Tax matters can arise at many important moments in life, from changes in your family circumstances to property transactions, retirement and inheritance planning.
We help you navigate these situations, understand their tax implications and identify solutions tailored to your personal circumstances and objectives.
OUR EXPERTISE
Personal tax services tailored to your needs
Tax returns
We assist you with preparing and filing your annual tax returns, ensuring that your income, assets and eligible deductions are correctly reported.
Our services
✓ Preparation and filing of personal income and wealth tax returns
✓ Review of supporting documents and applicable deductions
✓ Review of tax assessments
✓ Assistance with correspondence from tax authorities
✓ Support with tax objections and proceedings
Tax advisory and planning
We help you understand your personal tax situation and anticipate the tax implications of your financial and personal decisions.
Our services
✓ Analysis of your personal tax situation
✓ Identification of available tax deductions and allowances
✓ Tax planning tailored to your circumstances
✓ Advice on retirement-related tax matters
✓ Assessment of the tax implications of investments and financial decisions
Property tax advisory
Buying, owning or selling property can have significant tax consequences. We help you understand the applicable rules and plan your property transactions accordingly.
Our services
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✓ Tax advice on property purchases and sales
✓ Assessment of property capital gains tax implications
✓ Advice on property ownership structures
✓ Analysis of tax implications relating to rental income and property expenses
✓ Support with tax matters relating to property transfers
Changes in personal circumstances
Changes in your personal or family situation can affect your tax obligations. We help you anticipate these implications and adapt your tax planning accordingly.
Our services
✓ Tax advice following marriage or separation
✓ Tax implications of divorce
✓ Assistance following a change of residence or canton
✓ Tax planning for retirement
✓ Advice on significant changes in income or financial circumstances
Inheritance and gifts
Inheritance and gifts involve important personal, financial and tax considerations. We help you understand the tax implications of transferring assets and prepare for these decisions.
Our services
✓ Analysis of inheritance and gift tax implications
✓ Tax advice on the transfer of family assets
✓ Assistance with estate and succession planning
✓ Assessment of the tax consequences of gifts
✓ Coordination with legal and other relevant specialists
International tax advisory
Cross-border personal and financial circumstances can create complex tax obligations. We help you understand the applicable rules and manage your tax affairs across jurisdictions.
Our services
✓ Tax advice for individuals moving to or from Switzerland
✓ Analysis of cross-border income and assets
✓ Advice on double taxation agreements
✓ Assessment of tax residence and related obligations
✓ Coordination with foreign tax advisers where necessary
TAILORED SUPPORT
Personal tax expertise, a trusted partner by your side
We believe that effective tax advice begins with a thorough understanding of your personal circumstances, priorities and long-term objectives.
Our specialists provide accessible, practical guidance and personalised support, helping you navigate your tax obligations and make informed decisions with confidence.
Whether you need assistance with your annual tax return or advice on a major life event, we are here to support you.
