Tax Planning

Optimise Your Swiss Tax Position

Navigate Switzerland's favourable tax system with expert guidance on lump-sum taxation, canton selection, and strategic planning.

Strategic Tax Advisory

Switzerland offers one of the world's most attractive tax environments, but it is complex, and navigating your options requires expertise. From lump-sum taxation to canton selection, we help you structure your move for maximum tax efficiency while ensuring full compliance.

  • Lump-sum taxation eligibility assessment
  • Multi-canton tax comparison analysis
  • Direct negotiation with tax authorities
  • Wealth structuring strategies
  • International tax coordination (reducing double taxation)
Optimise Your Swiss Tax Position

What We Help With

Lump-Sum Taxation

Negotiate favourable tax arrangements based on living expenses rather than worldwide income.

Canton Selection

Identify cantons with the most favourable tax rates and lump-sum arrangements for your profile.

Tax Modelling

Detailed projections comparing tax outcomes across different cantons and structures.

Wealth Structuring

Strategic planning for wealth preservation and tax-efficient investment structures.

Canton Negotiations

Direct engagement with cantonal tax authorities to secure optimal arrangements.

Ongoing Compliance

Ensure continued compliance with Swiss tax requirements and reporting obligations.

How It Works

01

Discovery & Analysis

We assess your financial profile and tax optimisation goals.

02

Modelling & Planning

We compare tax outcomes across cantons and structures to develop a firm strategy.

03

Negotiation

We work with canton authorities to secure your optimal arrangement.

The tax savings from Summited's guidance exceeded our expectations. They negotiated a lump-sum arrangement that works perfectly for our situation.

S
Sarah & David L.
Relocated to Vaud

Your most common questions, answered

More to ask? Reach out to the team.

Contact Us

Ready to Get Started?

Book a discovery consultation to discuss your specific needs and how we can help.