Attention! If you are Swiss and want your estate to be secure, you need to take into account the revised Swiss inheritance law that comes into force on January 1st, 2023. Not everything will change, but one of the new features is that from 2023 testators will be able to freely dispose of a larger part of their estate.
Forward-looking asset management includes estate planning. If assets are inherited on death or given away during the donor’s lifetime, inheritance or gift taxes are incurred. It is possible to reduce the tax burden by making a gift during your lifetime, with a usufruct.