Private clients advisory

Metrika has implemented a platform that provides assistance to private clients and their families.

The aim of this offer is to help individuals in setting clear objectives with an efficient and structured approach reflecting family’s needs, specifically:

Advise on family tax planning and wealth structuring
Planning for generational transfer
Supporting private equity and venture capital investments
Manage real estate
Assist with Swiss banking services

Personal tax advisory

Metrika’s tax team can provide advice on all aspects of individual’s tax affairs.

As part of its domestic tax services, the firm can arrange for the recognition of the Swiss domicile by the Swiss and foreign tax authorities and negotiate the conditions for the application of the lump-sum taxation in Switzerland with the competent tax authorities:

Advising on tax returns
Advising on succession planning and pension planning
Providing fiscal representation and liaising with authorities
Supporting with relocation and residence permits
Negotiating lump-sum taxation with relevant authorities
Solving VAT and customs formalities for personal properties
Advising on the application of double tax treaties
Creating of wealth planning structures like trusts and foundations

Lump-sum taxation

For wealthy individuals, who are not Swiss citizens and don’t work in Switzerland, it’s possible to negotiate a “lump-sum” tax agreement. This equates to a fixed tax p.a. computed on the base of living expenditures.

For some countries with which Switzerland has Double Tax Treaties, taxpayers subject to lump-sum taxation are not entitled to claim for its conventional benefits.

Foreign nationals can choose to be taxed also with the ordinary procedure upon arrival in Switzerland. If opting for the expenditure based taxation they can switch at any time to the ordinary one but the reverse is not possible.