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HomeImpatriation & Expatriation

Impatriation & Expatriation

Control your tax and wealth mobility

Moving to or leaving Switzerland is not just a move. It's a change of life, with tax and property implications that must be anticipated. We support you in structuring this transition, optimizing your taxation and securing each stage of your international mobility.

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When lack of anticipation is expensive

Impatriates who structure themselves from the start save on average 20 to 30% in taxes over their first years in Switzerland. Many families seek to avoid double taxation in the first year, or struggle to understand the opportunities offered by the Swiss pension system, even during a temporary installation. Preparation in advance makes it possible to avoid these situations, save several tens of thousands of francs and considerably reduce administrative delays.

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Double taxation on the first year

Bad arrival date, poorly defined tax residence, poorly applied conventions, this is error n°1 and the most costly.

Unnecessarily expensive departure from Switzerland

A missing document, a poorly chosen cash register or bad timing are enough to limit the exit from your 2nd pillar or the 3rd pillar.

Avoidable additional tax and administrative costs

Without preparation, procedures pile up, deadlines explode, and the final bill becomes heavy.

Our services

Complete and structured support

Personalized mobility audit

Complete tax and asset analysis to calmly prepare for your departure or arrival in Switzerland.

Structuring & optimization

Organization of your international income and reduction of the risks of double taxation from the first year.

International heritage coordination

Alignment of your existing structures (companies, holding companies, trusts, life insurance, etc.) with your new place of residence.

Dedicated monitoring during your installation

Continuous adjustments to your tax, property and insurance situation according to your evolution.

Alexandre, 42 years old

State of facts

Transferred to Geneva by his multinational, Alexandre benefits from a comfortable package: salary, bonus, housing allowance, tuition fees. Owner of his house abroad, holder of Luxembourg life insurance, he fears being taxed in two countries in the first year and does not fully understand how to benefit from the Swiss retirement system when his installation could be temporary.

Our advice

We carried out a complete audit of its international situation: income, real estate assets and pension provision. We clarified his tax residence, used the double taxation agreement, optimized the arrival date and bonus schedule. Finally, we structured part of his remuneration in the form of 2nd pillar buyouts and targeted payments to the 3rd pillar, while defining the best way to keep your house abroad.

The results

Alexandre avoided costly double taxation in his first year in Switzerland and significantly reduced his effective tax burden. Over the first years, the optimization implemented represents more than CHF 90,000.– in taxes saved and increased pension capital. He now has a clear strategy, whether his stay in Switzerland is temporary or long-term.

Your international mobility perfectly controlled

Changing countries is a major step: new taxation, new rules, new heritage framework. Our role is to transform this transition, arrival or departure from Switzerland into a fluid, secure and optimized movement. You move forward with a clear plan, controlled taxation and a solid asset structure, wherever you are.

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Frequently Asked Questions

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In principle, you should not be taxed twice on the same income, as Switzerland has signed double taxation agreements with many countries. On the other hand, a poor arrival date, poor division of the tax year or poorly structured remuneration can lead to temporary double taxation or an unnecessarily high tax burden. We analyze your situation country by country to correctly apply the agreement and organize your income (salary, bonuses, dividends, etc.) in order to limit these risks.
When you arrive in Switzerland, you start contributing to a 2nd pillar linked to your new employer. When leaving Switzerland, your assets can be held in a vested benefits institution, transferred or, in certain specific cases, partially withdrawn in cash. The rules vary depending on your country of destination and your status (EU/non-EU, salaried activity or not). We help you choose the most advantageous solution for your retirement while optimizing the tax impact.

Tax residence does not automatically change overnight: it depends on several criteria, including the duration and nature of your presence in Switzerland, your accommodation, your family and the location of your main economic interests. In practice, the change of tax residence takes shape in the first year you meet these conditions, but poor planning can create a gray area where two countries claim taxation. We help you set a consistent and documented arrival date in order to secure this change.

Before leaving, it is essential to clarify your tax and social status in the country of departure, to check the consequences on your pension plans, your insurance contracts, your investments and your real estate. It is often relevant to adjust the timing of certain income (bonuses, dividends, capital gains), to update your family and property situation, and to gather the necessary documents for the Swiss authorities. We establish a personalized checklist with you to organize these procedures in the right order and avoid unpleasant surprises on arrival.

What our clients say

Expertise at the service of your assets

Our advisors have more than ten years of expertise in international wealth planning and supporting senior executives, entrepreneurs and families with significant assets.

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We intervene in particular when

  • Your income comes from several countries

    salary, bonuses, dividends, carried interest, etc.

  • You hold stakes in companies

    abroad or international heritage structures.

  • You must coordinate taxation

    pension and assets between several jurisdictions.

  • You are preparing to leave Switzerland

    with significant financial, real estate and pension assets.

Client reviews

Are you preparing to leave or settle in Switzerland?

Our advisors are available and attentive to your project and your issues. Book an appointment to learn more about our services and find out how we can help you.

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