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Fidubam.

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Individuals

Wealth transfer and inheritance

Gift, inheritance, family property: the rules and taxes depend on the canton and the degree of kinship.

The topics to address first

01

Map out the assets and the heirs

02

Anticipate the gift tax

03

Coordinate with the notary

The relevant services

All amounts are exclusive of VAT. The 8.1% VAT (MWST) is added for VAT-registered clients.

Estate and gift planningfrom CHF 1'200.-

Transferring assets during your lifetime or through inheritance carries a different tax cost depending on the canton and the degree of kinship.

See details

Real estate capital gains taxCHF 650.-

When selling a property, what is deductible must be proven with documents, not memories.

See details

Complex situation or multiple cantonsCHF 550.-

Moving during the year, assets in two cantons, multiple income sources: the allocation needs care.

See details

An organisation adapted to your pace

We define which documents to send, who is responsible and the return date. You know what has been done and what remains to be done.