High-net-worth individuals
Lump-Sum Taxation in Switzerland
A discreet planning route for eligible foreign nationals assessing forfait fiscal, canton choice, living-cost base, and residency timing.
The questions to answer before committing
Serious relocation planning starts before forms, leases, school visits, or bank introductions. These are the decisions that usually drive the route.
Will either spouse undertake gainful activity in Switzerland?
How does an eligible expenditure-based assessment compare with ordinary taxation?
Which residence basis, housing assumptions and cantonal conditions fit the family?
Workstream sequence
What we coordinate for this route
Eligibility and canton shortlist
Tax ruling preparation and authority dialogue
Residence permit and housing coordination
Banking, insurance, and annual compliance handover
Why clients use us
The value is coordination, not another isolated opinion
Combines tax ruling work with the real relocation plan
Keeps canton negotiation connected to lifestyle reality
Useful before public commitments or sensitive documentation
The questions to answer before committing
Serious relocation planning starts before forms, leases, school visits, or bank introductions. These are the decisions that usually drive the route.
Is lump-sum taxation suitable for an active founder?
Eligibility requires, among other conditions, no gainful activity in Switzerland. Describe management, board and consulting roles and assess them with qualified specialists. The regime is not a general substitute for ordinary taxation for entrepreneurs who continue working from Switzerland.
Is the minimum assessment base my annual tax bill?
No. An assessment base is an input to the calculation, not the amount payable. Household expenditure, statutory minimums, the control calculation and cantonal rules must be considered. Compare a written scenario with ordinary taxation using the same underlying facts.
Does a tax ruling secure a residence permit?
No. Tax treatment and permission to reside are separate decisions. Confirm the immigration basis for each family member and coordinate the applications, housing assumptions and move sequence with the appointed specialists.
Compare another route
Danish founders and families
Move to Switzerland from Denmark
A practical path for Danish entrepreneurs, investors, and families comparing Swiss residency, tax, banking, schools, and settlement.
UAE residents and post-exit founders
Move to Switzerland from the UAE
A coordinated relocation route for UAE-based founders, investors, and families moving wealth, residency, schools, and governance to Switzerland.
UK non-doms, founders, and family offices
Move to Switzerland from the UK
A Swiss relocation path for UK residents reviewing tax residency, family settlement, wealth governance, banking, and long-term security.
Ready to turn Switzerland into an executable plan?
Share the essentials privately, or start with the Swiss Arrival guide if you are still comparing options.