📋 VAT Refund Comparison: EU vs. Switzerland

Internal Memo for Finance Teams Subject: Procedural Differences for Reclaiming Foreign VAT Reclaiming VAT from Switzerland is not the same as reclaiming VAT from France, Germany, or Italy. It falls outside the EU “8th Directive” electronic system. The table below outlines the critical operational differences. The “Cheat Sheet” Feature Intra-EU…

The “Safe List”: 4 Assets That Won’t Break Your Lump-Sum Deal

Target Strategy: Wealth Preservation & Growth without triggering the “Control Calculation” As we discussed, the “Control Calculation” is the enemy of the Lump-Sum taxpayer. To keep your tax bill fixed at your negotiated rate (e.g., CHF 170k/year), you generally need to avoid generating Swiss-sourced income or Foreign income where you…

The Swiss Relocation Playbook: Your 2026 Action Plan

Target Audience: Entrepreneurs, HNWIs, and Expats Focus: Strategic Relocation & Tax Optimization Moving to Switzerland is more than a change of address; it is one of the most powerful wealth preservation strategies available in 2026. Following the rejection of the federal inheritance tax initiative in late 2025, Switzerland has reaffirmed…