Your home - safely into the next generation

The transfer of property within the family is a complex task.

Transferring a property within the family is a crucial step that involves legal, tax and financial aspects. At Gewerbe-Treuhand, we support you with our many years of experience to make the transition as smooth as possible. Whether it's your own home, a vacation home or another Real Estate, we can help you determine the right time and the best course of action.

Guarantee legal and tax security

Transferring property within the family raises many questions. When is the best time for a transfer? How can it be optimized for tax purposes? And how can conflicts within the family be avoided? Our experts are on hand to assist you in all matters and guide you through the entire process - from initial planning to entry in the land register.

Fairness for all family members

Dealing fairly and equitably with everyone involved is the key to maintaining family peace. Our experienced advisors ensure that all legal and tax aspects are taken into account, thus avoiding potential conflicts.

Tax optimization for a smart transfer

Thanks to well thought-out planning, you can achieve considerable tax savings when transferring property within the family. Our tax experts will help you make the most of your situation and take full advantage of the tax benefits.

Rely on our expertise

Are you planning a transfer within your family? We will guide you step by step and ensure that you are optimally protected from a legal and tax perspective. Contact us for a non-binding consultation.

Gewerbe-Treuhand - your partner for a secure future

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To the MEMO article, issue 71: January 2025

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Roger Steiner
Manager
Attorney at Law, holder of the Lucerne notary patent