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 […]

When a testator dies, you must report the death to all institutions and banks. The post office is also to be informed of the death. We recommend leaving a bank account open for settling the estate.

An inheritance advance is a special form of gift. However, the recipient must offset this free gift from their share of the inheritance when the estate is divided up. Read on to find out what you need to know to prevent disputes later on.