Taxation

Swiss and international taxation is a central field, affecting both businesses and individuals. In an ever-evolving tax environment, marked by complex and shifting regulations, having solid legal expertise is essential for optimizing one's tax position and complying with legal obligations. 

PBM Attorneys-at-law, with its deep knowledge of the Swiss tax system and international challenges, is your preferred partner for navigating the complex world of taxation. 

Our Expertise in Taxation 

We offer a comprehensive range of legal services covering the following key areas:

1. Tax Advice for Businesses: We assist businesses in structuring their operations in a tax-efficient manner, while ensuring compliance with current regulations.
2. Tax Planning for Individuals: From tax declarations to estate and succession planning, we advise individuals on the most advantageous tax measures to undertake, both nationally and internationally.
3. Lump sum taxation negotiation: We prepare and negotiate with the tax authorities lump sum taxation request for high-net-worth individuals. 
4. Tax Litigation: In case of disputes with tax authorities, we represent and defend our clients' interests, whether through negotiation or in court.
5. International Taxation: We advise national and international clients on cross-border taxation issues, including matters related to domicile relocation in and outside Switzerland, tax treaties, tax evasion, mutual assistance in tax matters, and international tax planning.
6. VAT and Customs Duties: We offer specialized advice on matters related to VAT and other indirect taxes.
7. Tax Compliance: We assist our clients in navigating the regulatory landscape, ensuring they fulfill all their tax and reporting obligations. The firm’s partner fiduciary and accounting, company HelveFid SA, can also intervene in this process with its accounting expertise to ensure compliance of our clients’ tax accounts.
8. Tax Due Diligence: Conducting comprehensive tax evaluations for potential acquisitions or mergers, ensuring transparency and revealing potential risks.
9. Taxation of Mergers and Acquisitions: We have advised on numerous M&A transactions, ensuring tax efficiency throughout the transaction process and post-acquisition phase.
10. Transfer Pricing: We excel in creating transfer pricing strategies compliant with OECD guidelines while optimizing local and international considerations, helping multinationals mitigate risks and ensure compliance.