Tax

The specialists 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 and corporate taxation.

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. Our team also has extensive experience in taxation related to complex M&A transactions (share deals, asset deals, mergers, etc.).

Moreover, our practice covers all aspects of individual taxation, from tax and estate planning to relocation to Switzerland.

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

OUR LEGAL SPECIALISTS

Partner, TEP Vincent Berger

Partner, MAS-LL.M. Nicolas Candaux

Partner Laurent Kyd

Counsel, Certified SBA Specialist in Succession Law, TEP Louis Boissier

Counsel Arnaud Cywie

Counsel Jérôme Piguet

Counsel Jessie Agostinelli

Counsel, MAS-LL.M. Jérémie Sommaruga

Associate Enguerrand Collignon

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.

OUR LEGAL SPECIALISTS

Partner, TEP Vincent Berger

Partner, MAS-LL.M. Nicolas Candaux

Partner Laurent Kyd

Counsel Arnaud Cywie

Counsel Jérôme Piguet

Counsel Jessie Agostinelli

Counsel, MAS-LL.M. Jérémie Sommaruga

Associate Enguerrand Collignon

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.

OUR LEGAL SPECIALISTS

Partner, TEP Vincent Berger

Partner, MAS-LL.M. Nicolas Candaux

Partner Laurent Kyd

Counsel Arnaud Cywie

Counsel Jérôme Piguet

Counsel Jessie Agostinelli

Counsel, MAS-LL.M. Jérémie Sommaruga

Associate Enguerrand Collignon

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.

OUR LEGAL SPECIALISTS

Partner, TEP Vincent Berger

Partner, MAS-LL.M. Nicolas Candaux

Partner Laurent Kyd

Counsel, Certified SBA Specialist in Succession Law, TEP Louis Boissier

Counsel Arnaud Cywie

Counsel Jérôme Piguet

Counsel Jessie Agostinelli

Counsel, MAS-LL.M. Jérémie Sommaruga

Associate Enguerrand Collignon

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.

OUR LEGAL SPECIALISTS

Partner, TEP Vincent Berger

Partner, MAS-LL.M. Nicolas Candaux

Partner Laurent Kyd

Counsel Arnaud Cywie

Counsel Jessie Agostinelli

Counsel, MAS-LL.M. Jérémie Sommaruga

Associate Enguerrand Collignon

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.

OUR LEGAL SPECIALISTS

Partner, TEP Vincent Berger

Partner, MAS-LL.M. Nicolas Candaux

Partner Laurent Kyd

Counsel Arnaud Cywie

Counsel Jérôme Piguet

Counsel, MAS-LL.M. Jérémie Sommaruga

Associate Enguerrand Collignon

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.