Settlement & Flat-rate Taxation
Well positioned for tax purposes: settlement & lump-sum taxation.
Combining quality of life and tax advantages.
Switzerland is one of the most attractive locations in the world – not only because of its high quality of life, but also because of its stable political system and advantageous tax model. Wealthy individuals or entrepreneurs who want to benefit from these advantages will find a unique opportunity in settlement and lump-sum taxation.
b_welcome Settlement and flat-rate taxation will guide you through the process. From comprehensive advice and application to successful relocation, we support you in making your move to Switzerland smooth, efficient, and discreet.
With our experience, our network, and our keen eye for detail, we help you achieve your tax and personal goals in the best possible way.
Our approach? Tailor-made solutions for discerning clients who expect quality, discretion, and efficiency.
Why b_welcome?
Settlement and lump-sum taxation with foresight.
Those who settle in Switzerland expect more than just tax optimization. It's about trust, guidance, and a partner who understands how complex this step can be. This is exactly where our work comes in. b_welcome stands for relocation and lump-sum taxation with clarity, experience, and genuine solutions.
We speak the language of both sides.
We not only understand the needs of international clients, but also the mindset of the Swiss authorities. At b_welcome, we mediate between both worlds and ensure that your relocation and lump-sum taxation are implemented smoothly, comprehensively, and purposefully.
Excellent contacts for your relocation and lump-sum taxation.
Successful lump-sum taxation often depends on subtle nuances – and on having the right connections in the right places. We have cultivated strong relationships with cantonal decision-makers over many years and know where your plans will be best received.
Not just advice – full implementation.
Many talk about “support” – we mean: we take care of it. From finding a location to residence permits, bank accounts, and insurance: b_welcome organizes your relocation and lump-sum taxation down to the last detail.
Relocation and lump-sum taxation with discretion.
Our clients appreciate that we work quickly and effectively – but always in the background. No attention, just results.
Focus on long-term security.
Our goal is not only to ensure that you arrive safely, but also that you have the right tax and personal structure in the long term. We consider relocation and flat-rate taxation to be part of a larger life strategy – and think ahead accordingly.
Settlement with a plan – flat-rate, personal, and discreet.
An overview of our services relating to relocation and lump-sum taxation.
Moving to Switzerland offers numerous advantages – but also complex requirements: How do I choose the optimal location? How exactly does lump-sum taxation work? What administrative steps are necessary?
With our approach to relocation and lump-sum taxation, we help you find concrete answers to these questions—and implement solutions efficiently.
Whether you want to establish a new residence, benefit from lump-sum taxation, or optimize your asset structure, we support you in all key areas.
Choosing a location and taking up residence.
Choosing the right canton and municipality has a significant impact on your tax and personal situation. We analyze your options, advise you on regional characteristics, and assist you in selecting and registering your new place of residence.
Advice on lump-sum taxation.
Lump-sum taxation in Switzerland is based on living expenses and offers attractive tax advantages. We provide comprehensive advice on the requirements, prepare profitability calculations, and guide you through the entire application process.
Negotiations with tax authorities.
Lump-sum taxation is negotiated individually between you and the cantonal tax authority. We conduct the discussions on your behalf, represent your interests, and ensure transparent, fair, and legally secure agreements.
Immigration and residence formalities.
A successful change of residence requires compliance with administrative requirements. We support you in applying for residence permits, with insurance issues, and with opening bank accounts and other organizational tasks.
Tax optimization and asset structuring.
A smart tax strategy does not end with relocation. We provide comprehensive advice on long-term asset planning, international tax issues, and individual optimization options.
Ongoing support and adjustments.
Life circumstances and legal conditions can change. That is why we offer you ongoing support even after you have successfully settled in, so that your tax strategy can be optimally adjusted at any time.
Andreas helped me better understand how to navigate as an investor in Switzerland. Andreas is excellent at aligning the investors’ expectations with local requirements and sentiments with the goal to achieve a win-win situation.