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| Taxation Individuals | |
| Tax advice in general, i.a. | |
| – | Analysis of the current tax situation and develop it optimization |
| – | Advice in relation to change of residence, within Switzerland and abroad |
| – | Swiss lump sum taxation («forfait» taxation) |
| – | Advance ruling requests with the tax authorities |
| – | Gift- and inheritance taxes |
| – | Capital gains taxes on the disposal of real estate, transfer taxes |
| – | Analysis of private wealth structures (Trusts, Foundations, Companies) |
| – | Analysis relating to the taxation of investment strategies, securities, structured products |
| – | Application of Swiss tax treaties to avoid double taxation in international circumstances |
| – | Automatic exchange of information (AEOI / CRS) |
| Tax compliance work, i.a. | |
| – | Preparation of annual tax return for income and wealth tax purposes, review of tax assessments and decisions, legal representation |
| – | Advice and legal representation in cases of a voluntary disclosure of undeclared income and assets |
| – | Reclaims of foreign taxes |
| Taxation Companies | |
| – | Advice and support in companies’ restructurings |
| – | Withholding taxes, stamp taxes |
| – | Preparation of tax returns (corporate income and capital, withholding taxes), Review of tax assessments and decisions, Legal representation |
| – | Advice and legal representation in cases of a voluntary disclosure of undeclared income and assets |
| …and also | |
| – | Succession Planning
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| – | Advice relating to the advance care directive / medical orders |
| – | Establishment of companies / Provision of domicile |
| – | Social security matters (OASI, Occupational pension schemes, 3rd pillar savings) |
| – | Directorships |
| – | General Family Office services, e.g.
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Marcel Zehnder