How to protect your wealth as a foreigner in Switzerland
Being a foreigner in Switzerland involves specific legal and tax implications that can significantly affect your wealth.
Key points
Permits and assets: Your permit (B, C or L) affects your rights over assets, especially real estate.
Double taxation: Switzerland has agreements with more than 100 countries. Knowing the agreement can save you thousands of francs per year.
Estate planning: Forced heirs' shares are governed by Swiss law. If you have assets in several countries, you need cross-border planning.
Life insurance: Properly structured, they protect your family and are also effective tax tools.
What to do first?
A full review of your assets and tax situation in Switzerland is recommended. Book an initial consultation.
This content is educational and does not constitute personalised financial advice under FINMA regulations. For a tailored recommendation, book a consultation.
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