Strategy consulting and location assessment for Real Estate

In principle, even before the planning and implementation of a new build/renovation project. Experience has shown that the initial situation, objectives, opportunities and risks are very individual and it is worth consulting an expert who will take all aspects into account, provide you with optimal advice and also maintain contact with the authorities.

On the basis of the building and zoning regulations, in which the utilization of the property and the building regulations are described in more detail. The municipalities are currently in the process of revising their building and zoning regulations. Accordingly, your property could be affected by changes to the utilization and new opportunities could arise, e.g. for an extension to your Real Estate, but also a possible tax levy (value-added tax).

This always depends on the individual needs - the initial financial situation, any needs of other co-owners and your own family. Tax and legal aspects play an important role, among other things.

Rental income is taxed as private income (income tax). Additional AHV contributions increase the burden. Due to the tax burden, it is worth checking whether several apartments held as private assets should be transferred to a real estate company yet to be established. After the transfer, the rental income would be taxed in future via the company's profit tax, which is significantly lower than income tax.

Such is the case if there is agreement on whether to keep the Real Estate in the community of heirs or sell it. The community of heirs often does not agree on the value of a Real Estate either. The needs of each heir must be taken into account and planned measures (renovation, letting, sale) must be "negotiated".

Transfer and property gains taxes are incurred in connection with the sale of real estate. If a property is zoned, rezoned or upzoned, the value of the property increases. This can trigger a value-added tax.