Fiscal consequences of relocation

The members of wealthy families are mobile and due to changing occupational circumstances or the transition to retirement take up residence in another country with above-average frequency.

A change of domicile generally involves many questions related to new financial, fiscal, and legal baseline conditions. swisspartners assists its clients in finding suitable domiciles and helps address fiscal and legal issues related to the relocation.

Reconciliation of competing jurisdictions

If family members and/or assets are dispersed across different countries, various sometimes contradictory inheritance law provisions may apply. Without forward-looking, constructive planning, it is not uncommon for family members with disparate interests to initiate protracted legal disputes. In consultation with a British inheritance law specialist and network partners from other involved countries, swisspartners will holistically optimize the successorship situation.