Tax

With tax experts based in Zurich, Zug, and Geneva, we are considered in Switzerland and beyond as leading Swiss tax practice group. We advise Swiss and international clients in all areas of Swiss domestic and international taxation and provide excellent solutions tailored to the needs of our clients. Our clients include Swiss and multinational enterprises, investors and entrepreneurs, banks, funds, asset managers and other financial institutions, private clients, family offices, foundations, trusts. Our tax specialists work closely together with specialists of other practice groups and with leading international tax advisors abroad. The members of our tax team are recognised experts in their fields of tax law both in Switzerland and abroad.

  • We advise on Swiss and international business and capital market transactions.
  • We advise global families, high net worth individuals, artists and sportspersons, trusts and foundations on structuring of wealth, succession, and family business.
  • We represent clients in tax proceedings, voluntary disclosures, fiscal criminal proceedings, transfer pricing disputes, exchange of information procedures, mutual agreement procedures, tax arbitration.

Our team offers you access to experts especially in these areas:

Transaction tax

We work closely together with specialists of our corporate and transaction practice group. We advise on Swiss and cross-border tax efficient structuring of M&A, financing, private equity, real estate, and other transactions, contract drafting of sale and purchase agreements, merger agreements, financing and loan agreements, offer prospectus and other documents and provide tax due diligence services.

We advise private clients on Swiss and cross-border private M&A transactions, tax efficient acquisition, financing and exit techniques and drafting of sale and purchase agreements and other documents.


Digital economy / Electronic Commerce / DLT Blockchain

We are considered in Switzerland and abroad as leading tax practice group in the new digital areas of electronic commerce, Blockchain, cryptocurrencies, crowdfunding, and e-payment and advise Swiss and foreign clients on digital business models, initial token offerings, crowdfunding, reward token models, payment systems, supply chain, etc. We work closely together with specialists of our DLT Blockchain practice group and advice clients in all areas of Swiss and international income and value added taxes.


Private Clients

We advise high net worth families, trustees, and family offices on Swiss and international income, estate, and succession planning, relocations (including import of household effects, works of art, private cars and private jets), structuring of wealth and family business, asset protection, retirement, estate planning and charitable projects, that often includes trusts, foundations and private holding and investment vehicles.

We advise private clients on Swiss ordinary and Swiss forfait taxation (lump-sum taxation), negotiate advance tax rulings with Swiss tax administrations. Moreover, we provide tax compliance and family office services.


Corporate tax and transfer pricing

We advise Swiss and multinational enterprises in all areas of Swiss and international taxation, group restructurings, M&A and finance transactions, private equity, financial products, tax treaty issues, permanent establishments, transfer pricing, digital business models, e-commerce, and DLT blockchain.

We have broad and thorough understanding of industry sectors and business models to advise corporate clients effectively and efficiently in Swiss and international tax matters.


Tax Litigation

We represent Swiss and foreign clients in Swiss and international tax proceedings in the Swiss courts up to the Supreme Court, voluntary disclosures, fiscal criminal proceedings, transfer pricing disputes, exchange of information procedures, mutual agreement procedures, tax arbitration.


Real Estate

We advise private and institutional investors acting as buyers and sellers in portfolio transactions and asset and share deals. Together with our Real Estate team we advise clients on acquisition and sale of real estates, real estate companies, financing of real estate transactions, tax-efficient acquisition and exit techniques, and contract drafting of real estate and finance transactions.


Financing

We work closely together with specialists of our Financing Practice Group and advise on Swiss withholding tax issues and contract drafting of finance transactions, structured finance transactions, syndicated loans, with Swiss borrowers and/or Swiss guarantors, whether on the lender’s, borrower’s, obligor’s or guarantor’s side.


Aviation

We work closely together with specialists of our Aviation Practice Group and advise on financing, leasing, sale and purchase of aircrafts, with special focus on customs and VAT and documentation requirements. We have professional experience on the importation of private aircrafts to Switzerland.



“Proficient, responsive, analytical, innovative. Delivering on time, very good quality”​

Legal 500 EMEA, Tax, 2022

Related to this Practice Area

Publications

It’s now the turn of the UN member states.

IFC, Economic Report, The Big Debate, How Involved Should The UN Be In Global Tax Policy and Regulation?, p. 23, 2024
  • EN

Upcoming Power Battle Between UN And OECD: Is CARF The Last Landmark Of An Ending Era?

IFC, Economic Report, International Tax. p. 15 - 17, 2024
  • EN

871(m) – steuerlicher Stolperstein bei US-Wertpapieren

payoff, www.payoff.ch, Gastbeitrag, Januar 2024, S. 26 - 27
  • DE

«Steuern und Strukturierte Produkte im aktuellen Zinsumfeld.»

payoff (payoff Media AG), Oktober 2023, 27. Jahrgang
  • DE