Fast, professional and at the best price

Tax and financial advice

Comprehensive tax advice for private individuals and companies

Property sales

All aspects of the transaction under control?

The sale of property often also involves a large number of on fiscal, financial and legal Questions. Whether the tax burden on the sale, dealing with descendants and Erbvoor the  most suitable financing option. With the Specialists from our motherhouse we can advise you competently in all Issues relating to property sales berate 

Our range of services

from our parent company

Financial counselling

Inheritance of real estate

Tax Consultancy

Strongly networked

Your partner for complex sales processes

In addition to our own experts, we also have access to a large network of partners who can provide us with the necessary support. with extended requirements. For example, for complex cross-border tax issues or for mezzanine financing. We accompany our customers through the entire sales process. 

Insights into our consulting services

Property sales

Sale of the family home

A äElderly couple with 2 children is selling her house and wants to downsize. Neither child wants to take over the house, ein child has already received an advance withdrawal. The couple have lived here for 20 years in the house. 

Counselling goals 

  • Optimising property gains tax (analysis of holding period + investment costs) 
  • Planning equalisation of advance withdrawals 
  • Reduction of tax burden through targeted replacement procurement 

Trade

Acquisition of a commercial property

A foreign company wants an office location in Switzerland. The Company owners would also like to move to Switzerland privately. The foreign company needs a financing solution for the acquisition of the property.

Counselling goals 

  • Authorisations for property acquisitions under the Lex Koller  
  • Tax settlement of the owner family  
  • Financing the acquisition of land in Switzerland, taking into account exchange rate risks and interest rate differences
Ebikon
Meggen

Projects

Project development

A private individual acquires a building plot and would like to develop a projectand sell the flats. She would like to launch a promotional sale and discuss the financing with the bank.

Counselling goals 

  • Identification of opportunities/risks when selling privately owned property vs. property owned for profit (commercial property trading) 
  • Staggered funding with a reasonable promotion period 
  • Tax-optimised handling of the sale for the investor 
Permanent mandates
> 0
Assets under management (CHF)
0 bn.
Longest client loyalty
0 years

Contact us

We answer your questions on all property-related topics.

    • Personalised advice: We create a customised sales strategy for your property.

 

    • Professional marketing: Thanks to high-quality presentation and targeted marketing, we reach the right potential customers.

 

  • Careful processing: From the valuation to the notary - we take care of all the details.

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