Estate planning: How do I pass on my assets in a tax-efficient way?

Spouses do not have to pay any inheritance or gift taxes. This is the case in most cantons for direct descendants as well. By contrast, non-family members often have to pay large amounts of tax if they receive an inheritance or gift. Tax laws contain various ways to optimise taxes, from buying property, to gifts in connection with an usufruct and advance inheritances. As inheritance and gift taxes vary by canton, you may wish to consider moving house to a different location.


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