Gifts
Passing on assets during your lifetime: we quantify the tax in each canton or country concerned and prepare the deeds.
Passing on assets during your lifetime helps prepare your loved ones’ future. We choose with you the assets, the timing and the form of the gift, measure the taxes due and make sure the heirs are treated fairly to avoid disputes when the estate is divided.
Gifts of money, securities or real estate
Choice of the asset and of the right timing.
Cantonal gift tax
Rates according to the degree of kinship, exemptions.
Gift with reservation of usufruct or of a right of residence
To pass on the asset while keeping its use.
Gifts between Switzerland and France
Rules of both countries.
Inclusion in the estate (hotchpot) and equality between heirs
To avoid disputes at the time of distribution.
Passing on assets during your lifetime helps prepare your loved ones’ future. We choose with you the assets, the timing and the form of the gift, measure the taxes due and make sure the heirs are treated fairly to avoid disputes when the estate is divided.
Complementary expertise
Speak with an expert
First meeting free of charge. Offices in Geneva and Paris, or by video conference.