Tax planning as a central element of wealth management
Bank Sarasin offers clients a broad range of tax services. Not only do we give you peace of mind in all your tax matters, but we also offer a comprehensive tax consulting service. After all, tax aspects play a key role in preserving and enhancing your wealth over the long run. It is therefore more important than ever before to know your way around today’s increasingly complex tax regulations.
Our services are designed to identify your planning and optimisation potential at an early stage. This leaves you enough time to develop the appropriate strategies within the legal framework and consistently take advantage of the available tax breaks.
Our range of services
We offer advice and support for your tax planning with the following services:
- Tax advice
- Management of tax mandates
- Acting as your tax representative
- Providing a tax register in accordance with Swiss tax legislation
- Foreign tax report
- Reclaiming withholding tax
Who benefits from our skills?
Our tax planning service is targeted at clients domiciled in Switzerland looking to optimise the tax aspects of their wealth management and planning, who are keen to ensure these are continuously monitored and updated to cater for changes in their personal circumstances. We can offer tax advice to clients domiciled abroad through individual consultation.
Personal advice and support
Our specialists are on hand to provide you with personal advice on tax issues. Here we analyse your financial circumstances in order to achieve a long-term improvement in your tax situation. We offer support in all tax matters and supply you with all the relevant tools, plus the respective information, for completing your tax return.
