Plan effectively and optimise your tax and finance structures.

Taxation aspects form an important part of any real estate transaction. However, even the financing of a property has become increasingly demanding and complex for the layman. Nowadays, it is not unusual for the lowest customer margin to be combined with the highest loan-to-value (LTV) ratio.

The real estate capital gains tax declaration is due immediately on conclusion of the completion process. In Canton Zurich, in particular, determining the value of a property that has been owned for more than 20 years is a less than transparent process: it is only too often that significant discrepancies arise in comparison with the calculations of the tax authorities. Our many years of experience in Zurich and its extended environs has made us the definitive specialist of choice in the provision of value-optimized tax solutions.

In matters of financing we maintain close connections with the largest banks and insurance brokers. More and more often in the process of structuring the ideal financing scenario to meet individual requirements we recommend the use of credit agencies, as these can offer real added value nowadays in terms of timing and margins.

  • Financing / Mortgages
  • Tax & Real Estates