The discussion about the introduction of a federal inheritance tax is a topic that has been controversially debated in Switzerland for years – and the initiative submitted in spring 2024 means that the topic is unlikely to lose any of its topicality in the future. A key question is whether and how inheritances contribute to […]

It happens time and again that a person wishes to make a last will and testament to the lawyer or notary they trust. In this guide, we explain whether this is permissible and what you need to bear in mind.

The topic of life insurance comes up again and again. But what exactly does life insurance involve? Can I save taxes with it? In which situations does life insurance make sense?

Donate money and save taxes at the same time? You can. But not every donation qualifies for a tax deduction. In this article you will learn what is important.

A marriage abroad is not immediately valid in Switzerland. Swiss authorities need to authenticate the marriage. This article explains the recognition of a marriage contracted abroad.

For heirs, tax consequences after someone dies are often unexpected – whether these are the deceased’s tax debts as of the date of death or the tax demands of the tax office toward the heirs. It can be helpful to clarify the financial circumstances in advance.

The death certificate confirms the death of a person with all important details. It is a prerequisite for important legal steps to be taken after a death. With it, the heirs can, for example, apply for the certificate of inheritance and organise the funeral.

Each canton has different tax rules for inheritance, legacies and gifts. You can save rather a lot of money if you know the tax exemptions and reductions. So it is worth taking a look at the regulations for your canton.

In Switzerland, the cantons and municipalities can set and collect their own taxes. One of these cantonal taxes is inheritance tax. These can vary greatly from canton to canton.