SERVICES

We provide personal and individually tailored advice in relation to all aspects of life and business decisions with tax implications.

ADB will act as your partner in all areas of national and international tax law and in bordering issues of business law. The main focus of our work lies in the following activities:

  • Analysis of the tax situation (chances and risks; health checks)
  • Tax planning (concept elaboration including legal implementation)
  • Tax ruling requests; negotiations with the tax authorities
  • Expert opinions (including second opinions)
  • Assistance in tax audits
  • Representation in tax appeals
  • Compliance (tax returns etc.)
  • Value-added tax (VAT) advice and compliance
  • Consulting in cross-border situations

Companies

We advise our clients, which originate from various sectors, regarding national and international corporate tax law (corporate income and capital taxes, withholding tax, issuance stamp tax and securities transfer tax).

Moreover, our services include advice in relation to value-added tax and customs duties.

If desired, we will not only prepare tax concepts made to measure for your company, but will also ensure the legal implementation and attend to their operational execution.

Tax planning for groups and SMEs
National and cross-border restructuring, intra-group transactions, relocation of functions, holding and financing structures, self-employment, social security contributions, succession planning.
Incorporations and relocations
Tax assistance upon relocation to Switzerland and advice in bordering issues of business law (employment law, immigration law, company law, the law on the commercial registry, social security law).
Mergers and acquisitions
Structuring of national and cross-border corporate acquisitions and disposals, mergers, corporate demergers, joint ventures, MBOs and all forms of restructuring, including implementation in Switzerland from a corporate and contract law viewpoint.
Tax due diligence
Risk analysis in the event of corporate takeovers, corporate acquisitions and initial public offerings.
International structuring
Cross-border tax planning, application and interpretation of double taxation agreements.
Transfer pricing
Tax effective supply chain management, assessment of intercompany transactions, reallocation of functions, conception and assessment of transfer pricing systems.
Reorganisations and restructurings
Planning and implementation of tax-efficient reorganisations and restructurings measures including company law and commercial law (incorporation/liquidation, capital increases/reductions, amendments to the articles of association, shareholder agreements, employment law and employee stock option schemes).
Collective investments schemes
Tax-efficient structuring and implementation of collective investment (Swiss and foreign investment funds, investment companies etc.) from the perspective of the fund, investor, fund manager or sponsor.
Financial and capital markets
Capital market instruments, asset securitization, syndicated loans, venture capital and private equity transactions.
Real estate taxes
Advice on the direct and indirect holding of real estate, support in replacement transactions, tax calculations.
Tax returns (compliance)
Preparation of tax returns (income and wealth tax, real estate capital gains tax, real estate transfer tax, tax on donations and inheritance tax, customs declarations), control of tax invoices and assessments (including social security contributions).
Prevention and compliance – advice in the area of penal tax law
Examination of structures from a tax viewpoint (health check); assistance in restructurings and voluntary disclosures.
Tax audits and tax appeals
Assistance in tax audits, representation in tax appeal procedures (administrative appeals, judicial appeals), assistance in DTT-mutual agreement procedures (MAP) and arbitration procedures.
Value-added tax (VAT) and customs duties
Advice focused on cross-border supplies of services and goods (including assessment of customs questions), optimisation with regard to declaration duties in Switzerland and abroad as well as in relation to entitlement to deduct input tax, real estate transactions and collective investment schemes. Assistance in VAT audits and representation in appeal procedures, VAT training, VAT compliance and VAT fiscal representation.

Private individuals

We advise private individuals in all areas of national and international tax law, the law on social security contributions and legal issues arising in the context of tax planning.

Tax planning
Analysis of asset situation, tax-efficient asset structuring, use of foundations and trusts, succession planning for entrepreneurs.
Inheritance planning and estate administration
Advice regarding inheritance tax law and taxation of donations, drafting of prenuptial agreements, wills and inheritance agreements, assistance of heirs during the administration of the inheritance mandates as executors of the will.
Relocation to and from Switzerland
Comprehensive assistance in relation to relocation to and from Switzerland, evaluation of places of residence, applications for tax rulings (including lump-sum taxation), value-added tax and customs duties, immigration law, work permits, property purchase permits.
Real estate taxes
Advice on the direct and indirect holding of real estate, support in replacement transactions, tax calculations.
Secondments and expatriates
Special national and international questions on payroll taxes, preparation of tax declarations in the case of a retrospective ordinary assessment.
Social security law
Special questions on national and cross-border social security law (relating to contributions), especially questions on the applicable law in cross-border situations.
Tax returns (compliance)
Preparation of tax returns (income and wealth tax, real estate capital gains tax, real estate transfer tax, tax on donations and inheritance tax, customs declarations), control of tax invoices and assessments (including social security contributions).
Prevention and compliance – advice in the area of penal tax law
Examination of structures from a tax viewpoint (health check); assistance in restructurings and voluntary disclosures.