Tax advice, inheritance planning and financial planning
Tax advice
Many everyday actions and events have unexpected tax consequences. The job of our tax specialists is to identify these in advance and take suitable measures to minimise your tax bill. For example, we can explain to you the effect that tax rules have on your retirement planning, inheritance arrangements or real estate transactions. We can also help you fill in your tax return.
Inheriting and bequeathing
No other aspect of financial planning stirs up as many emotions as inheritance planning. This makes it especially important to have sympathetic and expert advice in all aspects of inheritance law and estate planning. Our experts can provide you with a comprehensive overview of your estate that takes into consideration taxes, pensions and investments.
Financial planning
A detailed financial plan is an efficient tool for planning and monitoring your financial future. It therefore lies at the heart of a comprehensive and holistic analysis of your personal financial situation. We not only take into account different legal and tax aspects, but also pension planning and matrimonial property rights.
Fiduciary services
Although there are many different aspects to our fiduciary services, the same central thread runs through all of them: trust. One of our main activities is bookkeeping or carrying out fiduciary transactions. Our services also include the production of detailed analyses, the consolidation of several accounting records or other specialised tasks.
Philanthropy
One of the features of a civilised society is that people take on responsibility for others. This is often done through charitable foundations, which not only offer a ‘permanent’ solution to private inheritance planning, but also benefit society as a whole. Bank Sarasin has a long tradition of looking after charitable foundations in Switzerland.
Trust services
Trusts, foundations and other legal structures in Switzerland or abroad serve to protect and preserve wealth for both current and future generations. We support you and your family with individual, flexible and long-term inheritance planning. We also offer you support if you wish to donate your wealth to a charitable, cultural or other worthwhile cause over the long term.
