Inheritance

Our mission is to assist you in taking good decisions on your future and the future of your family and friends.

Our experts will provide you with all the necessary information on Swiss legislation concerning succession, wills and contracts of inheritance.

Inheritance law governs the distribution of bequests. It is however common to bequeath a legacy to one or more people other than the legal heir. Accordingly, it is best to avail of specialists with a thorough knowledge of inheritance law and, in particular, the statutory reservations and freely disposable portion.

Moreover, at the time of inheritance, beneficiaries are subject to an inheritance tax. Amedia Fiduciary will advise you how best to plan for tax-efficient bequests.

Swiss and international tax optimisation of inheritance for preserving family wealth

Amedia Fiduciary advises its clients on both Swiss and international succession, by virtue of having offices in several countries as well as the Swiss cities of Geneva and Neuchâtel.

Inheritance tax varies from canton to canton and according to the family relationship between the testator and beneficiary. Therefore, it is important to plan the bequests as best as possible and anticipate their tax implications before death.

In Switzerland, there is no federal inheritance tax. The rates are set by cantons and municipalities and they can diverge greatly.

These differences between cantons complicate inheritance and make it essential to rely on specialist advice.

Inheritance tax must be paid by the beneficiaries who accept the bequest; certain people may be exempt from paying tax.

A knowledge of the law on succession is essential. It is important to anticipate the liable tax on the gift in order to choose the best solution and avoid unpleasant surprises at the time of transfer.

Amedia Fiduciary will draw up conclusions on your intentions and help you choose the best tax option while respecting your testamentary wishes.