Switzerland Inheritance

Inheritance

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  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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. 

  7. No sample will

    Why You Should Never Use a Sample Will

    Does the coronavirus pandemic have you thinking about creating a last will? These days, you can find sample forms for everything – even wills. However, these generally assume a simple starting point that does not reflect the situation of many testators. And, wills are just part of the estate planning process. Learn what you need to consider during the planning process.

  8. 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.

  9. Last will – 12 tips

    How to Write a Will. The 12 Most Important Tips.

    Does a will have to be handwritten? Can I disinherit my children? How do I ensure that my wife can continue to live in our house after my death?

  10. inheritance of real estate how to successfully finance an inheritance

    Sample Calculation: Inheriting a Property

    Manuela would like to take on an apartment that she inherited together with her siblings. How can she finance the apartment and buy out her brothers?