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Tax

The lawyers in Borel & Barbey’s tax department provide comprehensive support and assistance to private clients, institutions, and businesses in Swiss and international taxation, with significant expertise in tax litigation.

We advise Swiss and foreign legal entities on direct taxes, withholding taxes, stamp duties, and VAT, particularly in the context of transactions, restructurings, and Swiss and international reorganisations.

We also offer private clients advice on all aspects of tax and estate planning, as well as relocation to Switzerland.

Our services are available in French, English, German, Italian, Spanish and Japanese.

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Corporate taxation

Our team advises businesses on Swiss and international tax matters. Our areas of expertise notably include tax restructurings, reorganisations, transactions, financing, litigation (including mutual agreement procedures), and relocations to and from Switzerland.

As part of our daily activities, we strive to achieve efficient tax planning while adhering to the commercial requirements of the businesses we advise.

We also assist businesses in meeting their tax reporting and compliance obligations, working closely with financial advisors and accountants.

Additionally, we advise clients undergoing tax audits, particularly in the areas of withholding tax, income tax, stamp taxes, and social security.

Taxation of individuals

Our private clients include a wide array of sophisticated high-net-worth individuals and families, entrepreneurs, and philanthropists.

Our team advises these clients on all aspects of their tax and estate planning, including relocation to Switzerland. We regularly assist clients seeking to benefit from the lump sum taxation regime in Switzerland.

Tax & estate planning, trusts & donations

Families transferring substantial assets to the next generation require expert advice to mitigate the tax impact and optimise the tax position of the beneficiaries or heirs.

As part of a comprehensive wealth and estate planning, our team provides tax advice on matters such as drafting wills and similar instruments, forming family foundations, trusts, and charities, as well as facilitating relocations to Switzerland.

International taxation

Borel & Barbey’s tax team advises various real estate stakeholders on the acquisition, disposal, management, and financing of real estate properties, real estate companies, and real estate investment funds.

We provide our clientele, which includes developers, private investors, and institutional investors, with a comprehensive range of services in all areas related to real estate taxation.

Tax litigation

We generally strive to avoid litigation through effective tax planning and reasonable settlements with authorities.

However, when disputes are unavoidable, we offer our clients extensive litigation experience. We represent them before any tax authority and jurisdiction, whether at the cantonal, municipal, or federal level, regardless of the nature of the tax in dispute.

In an international context, we advise our clients on issues related to the exchange of information and mutual agreement procedures.

We also assist our clients during tax audits.

Real property tax

Our team of lawyers advises various real estate stakeholders on the acquisition and financing of real estate assets, from acquisition through to disposal.

Our experience enables us to meet the diverse requirements of our clients, helping them identify all opportunities available during their investment and financing stages.

Borel & Barbey provides comprehensive advice in all areas of real estate taxation, including tax implications arising from real estate investments.

NEWS Tax

In Extenso takes majority stake in Fidexpert

Borel & Barbey advised In Extenso, a leading accounting firm in France, on its acquisition of a majority stake in Fidexpert Group, a key player in fiduciary services in French-speaking...
24 September 2024

“How to become a lawyer?”

Invited by the Geneva Bar Association, our Partner Céline Gautier participated in the third episode of their podcast PodLex, discussing the journey to become a lawyer. She particularly highlights the...
18 September 2024

Fideuram and Man Group become partners in Asteria

Italian bank Fideuram – Intesa Sanpaolo Private Banking (Fideuram) has completed the sale of a 51% participation in Asteria Investment Managers (Asteria), a Geneva-based impact investing asset manager, to Man...
21 November 2023