Services
Switzerland and Liechtenstein

Swiss and Liechtenstein tax services

  • Local and international reorganizations
  • International corporate structuring
  • Transfer pricing
  • Advisory and registration of private asset structures (PAS)
  • Local and international reorganizations
  • Relocation projects and exit taxation
  • Tax rulings
  • Real estate transactions

Mergers & Acquisitions (M&A) Tax Due Diligence

  • Structuring of buyside and sell side transactions
  • Preparation Tax Due Diligence Reports
  • Integration of the target company into a corporate structure
  • Drafting and review of share purchase agreements

Succession Planning and Management Buy Out

  • Succession planning for family-owned businesses
  • Consulting for corporate entities, shareholders and management
  • Structuring of financing

Consulting for individuals with an international background

  • Tax aspects of wealth planning
  • Location planning
  • Integrated tax planning for companies and shareholders

Asset managers and fund management companies

  • Tax support in setting up investment structures
  • Withholding tax reclaims
  • Securities transfer tax advisory

Banks and financial Institutions

  • Securities transfer tax advisory
  • Tax qualification of financial products and transactions
  • Tax advisory in relation to substance in Liechtenstein for StGB ยง 165 Abs. 5

Tax reporting for funds

  • Annual calculation of taxable income for Swiss private investors
  • Publication of tax figures in the FTA course list
  • Preparation of tax statements for investments without a securities identification number
  • Annual calculation of taxable income for Liechtenstein resident corporate investors
  • Preparation of tax statements for Liechtenstein resident investors

Compliance

  • Preparation of tax returns
  • Calculation of tax expense / tax provisions
  • Review of assessments
  • Objections and appeals in tax litigation cases
  • Tax audits including negotiations with the competent tax authorities