by Lorne Saltman | Jan 20, 2021 | • Estate planning, • Residency; consequences, double nationality, cross border estate planning, • Tax planning (estate taxes and duties), • Tax planning (personal income tax), Geen categorie
When you take up residence in another country, have you obtained tax advice both on departure and on any risks of having continuing connections with your former residence? While it is possible with proper planning to minimize tax on expatriation to another country, it...
by Patricia Guerra | Dec 24, 2020 | • Emergency measures; who decides and who will be(come) responsible, • Estate planning, • Living will, • The will or testament
The second wave of Covid-19 in this fall 2020 has shown that the virus is not yet under control and that it may still take us a long time to go back to a new normality. The pandemic has given us time to reflect, prioritize and take up projects that were on stand-by...
by Natalie Peter | Jun 15, 2020 | • Estate planning, • Family assets; art collection, portfolio, real properties
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....
by Dirk W. Kolvenbach | May 13, 2020 | • Estate planning, • Tax planning (estate taxes and duties), • Tax planning (personal income tax)
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...
by Edgar Paltzer | Apr 30, 2020 | • Charities, philanthropy and gifts, • Estate planning, • The will or testament
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...
by Reshma Shah | Apr 22, 2020 | • Estate planning, • Family Integrity & Organization
“What happens to one’s digital assets upon death? A brief summary of the rules in the U.S.A. that determine how much of our digital information is available to our fiduciaries upon death.” WHILE TECHNOLOGY is constantly advancing in an attempt to improve our...
