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Articles
Is Switzerland Introducing a Trust Law?
On a governmental level, the introduction of a Swiss law on trusts is currently being reviewed as Switzerland does not provide for a suitable instrument to be used for estate planning or asset protection purposes. Arguments for the introduction of a Swiss Trust...
The Use of Swiss Family Foundations in Estate Planning
The Family Foundation is used hesitantly in Swiss succession planning, although in recent years, the establishment of a foundation has been increasingly evaluated again. A robust estate planning ensures a reliable regulation and avoidance of conflicts amongst heirs....
Tax residency in Germany – an Unpleasant Surprise!
Germany is an attractive place to live in the center of Europe and the EU. It is safe, relaxed and highly developed. Its political system is stable and reliable, while its powerful economy is the largest in Europe. Known for its long and rich cultural history, Germany...
Statutory succession or last will – what is what?
We advise you on all aspects regarding the statutory law of succession or last will according to the German law. Many property owners as well as owners of other assets ask themselves whether it is advisable to make provisions for their own death, or whether it is...
Accrual of inheritance involving assets abroad – complexity frequently underestimated
An international accrual of inheritance is given when for example a German testator holds assets abroad or vice versa a foreign testator holds assets in Germany. Due to the different national regulations in each country the international assets of e.g. Germans involve...
Protecting and spread the wealth in an optimum manner within the framework of legal regulations
Showing ways and solutions to the High Net Worth Individuals to protect and optimise their assets. Wealthy people – the so called High Net Worth Individuals – keeping their property on a foreign account are currently under a general suspicion of tax evasion. The case...
“Operation Bridge”: Checklist for protecting your family and wealth
How to best protect your wealth? Safety of families and their wealth is of paramount importance. To best protect that you can and should take care. To know that all is well we have made a wealth and family protection checklist. When you are forced to stay at home we...
Family Offices – What investors should know about them
A Family Office can help if the private wealth has become extensive and complex. Finding a suitable partner is essential. To enable successful, i.e. profitable, management of assets, Family Offices must meet specific quality requirements such as personal integrity,...
Why To Incorporate Philanthropic Giving Into Your Estate Plan?
Philanthropic giving can reduce the percentage of Inheritance Tax that must be paid on the estate and is therefore an important part of estate planning. There are many reasons why the inclusion of philanthropic giving into an estate plan can create financial...
Can I Create A Trust Under Swiss Law?
Switzerland does not have a law relating to trusts. However, it ratified the Hague Convention regarding trusts and agreed therefore to recognise trusts that are created in accordance to the convention. Switzerland, as a civil law country, does not have a law relating...
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