Inheritances are rarely straightforward. When assets are spread across countries, legal and tax issues can add to the already sensitive family and financial matters.
Many Swiss nationals living abroad and their children face complex challenges when it comes to inheritance. What tips or experiences would you like to share?
My family comes from Lausanne. My older brother died 10 years ago, having spent his entire career in Switzerland.__At the time of the inheritance, my younger brother (from Lausanne) and I paid inheritance tax in Switzerland. Resident in France, I paid 45% under current French tax law, with an allowance of €15,000.__The calculation is based on the total amount of the inheritance, minus the amount paid in Switzerland.__Concretely, for me, this means paying twice as much as my younger brother, simply because I live in France. There is therefore a breach of equality, but since the tax treaty was abandoned, this situation cannot be challenged.
Ma famille est originaire de Lausanne. Mon frère ainé est décédé il y a 10 ans, il avait fait toute sa carrière en Suisse.__Lors de la succession, mon petit frère ( lausannois) et moi avons payé les droits de succession en Suisse. __Résident en France, j'ai payé selon le droit fiscal français en vigueur 45 % de droit avec un abattement de 15 000 €.__Le calcul est fait sur le montant total de la succession, déduction faite de la part payée en Suisse.__Concrètement, cela revient pour moi, à régler le double de ce que mon petit frère à payé, par le simple fait de résider en France. Il y a donc une rupture d'égalité, mais depuis l'abandon de la convention fiscale, cette situation n'est pas attaquable parait il
My questions veer more towards family ties to a member who originated from Germany in the early 1930’s. He was a prominent Art collector there and later came to NY and continued to add to his collection until his death. If anyone has some advice for me as to how to follow what leads I am collecting would be appreciated.
Good morning, in order to make a small contribution on succession in some territories in Italy, I am writing this information: in some provinces of the Friuli-Venezia-Giulia and Trentino-Alto-Adige regions, including the Autonomous Provinces of Trento and Bolzano, the so-called 'Tavolare System' is in force for real estate. This makes the succession of real estate a little more complex, so the bureaucratic process is not resolved only at the tax office (Agenzia delle Entrate: probate office and land registry office) as in the rest of Italy, but one must proceed to apply for the so-called 'Certificato di Eredità' (Certificate of Inheritance), which is issued by the Civil Court of the territory where the property concerned is located (Volontaria Giurisdizione office).
Buongiorno, per dare un piccolo contributo sulle successioni in alcuni terriori in Italia, vi scrivo queste informazioni : in alcune provincie delle Regioni Friuli-Venezia-Giulia e del Trentino-Alto-Adige, nelle Provincie Autonome di Trento e Bolzano comprese, per le proprietà immobiliari vige il sistema detto "Sistema Tavolare". Questo rende un po' più complessa la successione di beni immobili, per cui il processo burocratico non si risolve solamente presso l'ufficio delle tasse (Agenzia delle Entrate : ufficio delle successioni e ufficio del catasto) come nel resto d'Italia, ma bisogna procedere alla richiesta del cosiddetto "Certificato di Eredità" che viene rilasciato dal Tribunale Civile del territorio dove si trovano i beni interessati (ufficio della Volontaria Giurisdizione).
Challenges:__- timeframe in which banks process work after will reading__- ongoing claims to get Quellensteuer/withholding tax back despite tax agreement in place between CH and country of residency__- challenges in opening/ maintaining a bank account in Switzerland if you are living outside of CH/Europe
Hello, I have recently moved to France. Does anyone have insight into the inheritance tax between FR and CH
Hello! I would just like to read comments from people who inherited in Switzerland but live in the USA. Where can I access these comments please? Thank you. Camille Dufour
Bonjour! Je souhaite juste lire les commentaires de personnes ayant herite en Suisse alors qu'elles habitent aux Etats-Unis. Ou puis-je avoir acces a ces commentaires SVP? Merci. Camille Dufour
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