Switzerland Inheritance

Inheritance

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  1. Testament and Disposal of Estate.

    Estate planning. Regulations and options.

    In Switzerland, issues of inheritance are thoroughly regulated by law. The question is whether the legal regulations align with your personal expectations of who will be your heirs one day and who will receive how much and what. By taking your estate planning into your own hands, you can ensure that your personal wishes are carried out exactly as expressed. Learn more about the statutory regulations as well as the options you do have when it comes to passing on your estate.

  2. The key points of creating your personal will

    Creating your personal will. The most important points.

    A will is an essential tool for estate planning. It allows you to deviate from the legal regulations and stipulate your wishes for allocating your assets. This article will explain how to create a will, what it can include, and what requirements must be met.

  3. Inheritance in Switzerland: Planning inheritance after relocating to Switzerland

    Relocating to Switzerland: What does it mean for inheritance?

    New arrivals who would like to spend their retirement in Switzerland should prepare well in regard to their estate, since inheritance can be complicated after a relocation – especially in cases where assets or real estate are located in the country of origin or other foreign countries. Find out what you need to bear in mind so you can make watertight arrangements for your inheritance while you are still alive.

  4. Transferring home ownership. Pass on a property during your lifetime.

    Transferring home ownership to the children – what needs to be taken into account.

    Will the big family home and garden eventually become too much for you? Could your children make better use of the space? This is why many testators decide to pass on their property to their descendants during their lifetime. Three ways to transfer home ownership to your children.

  5. The right way to inherit. Preserving family value. 

    Three families, three different stories about inheriting. An aristocratic family, the son of an entrepreneur, and two company heirs talk about the challenges of their inheritances and what they are doing to pass their families' value on to the next generation.

  6. A revision to the law of succession: a new succession law for Switzerland

    A revision to the law of succession: increased self-determination regarding your estate

    The anticipated revision to the Swiss law of succession promises increased self-determination regarding your estate. The current law of succession came into force over 100 years ago and is no longer fit for purpose. We explore the legislative changes planned by the federal government, which are scheduled to be implemented in 2023.

  7. Inheritance and the compulsory portion: An explanation of succession law in Switzerland

    The compulsory portion under Swiss succession law

    The compulsory portion under Swiss succession law ensures that certain heirs cannot be deprived of a share of the estate. This treatise on Swiss succession law explains which heirs are protected with a compulsory portion and what leeway the testator has in his or her own estate planning.

  8. An advancement, a gift, or a loan? What you need to know.

    You have several options to provide your children with financial support. Learn about the differences between advancements, gifts, and interest-free loans, and what you need to be aware of when deciding between them. After all, you can only find the best solution for everyone if you know all the rules. 

  9. Inheritances for single people

    Inheritances without Heirs: What Single People Need to Know

    What happens if an unmarried person dies without having made inheritance arrangements? It was a situation Sonja Keller had to face when her partner died. Left on her own, she took the initiative and realized how much freedom she had for inheritance planning.

  10. Pillar 3a legacy and beneficiaries in the event of death pursuant to the law of succession and devolution of an estate

    What Happens to the Third-Pillar Funds When the Possessor Dies?

    The inheritance of your third-pillar funds is largely governed by the law of succession and the order of beneficiaries. The beneficiary in the event of death would be a spouse, partner, descendant, parent, or sibling.