Handover or sale of home

Transferring or selling your own home - what to look out for

Whether a home or condominium is handed over or sold to descendants depends on many factors. We are happy to support you with the planning and implementation.

This question covers many areas. First and foremost, the aspects of inheritance law (equalization and protection) and tax law (property gains tax and inheritance tax on descendants) need to be clarified. Furthermore, knowledge of the consequences under social security law (supplementary benefits and  social assistance), the financial component (liquidity planning for parents, affordability for descendants and transaction costs) as well as psychological issues (family peace and a fair price) are very important. The focus is also on dispute prevention so that an amicable and binding agreement can be reached within the family. Due to the many technical issues and emotional aspects, expert advice is highly recommended.

The right of residence must be publicly notarized and entered in the land register in order to be valid.

Are you interested in our services?
Jonas Werder
Head of Real Estate Marketing
Swiss Certified Property Broker Specialist, CAS BFH in Site and Real Estate Project Development