Structuring assets

When does it make sense to structure assets?
After selling a company or withdrawing pension fund assets, it is important to structure the assets in order to optimally align the funds with personal goals.

What is the most sensible way to provide financial security for my family and descendants with my assets?

This needs to be carefully analyzed and planned early on. The first step should be to clarify personal needs, the asset situation and the legal and tax framework. Possible measures include optimizing the pension solution, including the corresponding benefits, insurance solutions or gifts during your lifetime. Legal arrangements such as a marriage and inheritance contract or will, as well as an advance care directive, should also be made.

I hold shares privately, which I would now like to sell with an increase in value. Do I have to pay tax on the profit?

In principle, gains on the sale of shares from private assets are tax-free in Switzerland and therefore do not have to be taxed. There are individual exceptions (e.g. commercial securities trading), which may need to be taken into account.

Do I also have to declare my foreign property in my Swiss tax return?

Yes, worldwide income and assets must be declared in the Swiss tax return. However, foreign properties are only taken into account for determining the tax rate and are not taxed in Switzerland.

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Achill Wicki

Head of Taxes

Certified Tax Expert, Swiss Certified Fiduciary Specialist

Structuring assets

When does it make sense to structure assets? After selling a company or withdrawing pension fund assets, it is important to structure the assets in order to optimally align the funds with personal goals.

When does it make sense to structure assets?
After selling a company or withdrawing pension fund assets, it is important to structure the assets in order to optimally align the funds with personal goals.