good morning, i know that i go to live in switzerland i must pay 35% on dividends and banking interests/international bonds (and 0% for capital gain)

But what happen if i have a B permission, and i have a fiscal deal with switzerland (lumps sum tax of forfait tax)?

do i must pay again the 35% on dividends /interest in advance ?

Or not (because i have yet paid the lump sum tax every year)?

Or i must pay in advance 35% on dividends/interest banking, and after 1 year i have it back from switzerland?

And if i live in switzerland, i have lump sum tax, what happen if i have my money in a foreign tax and i recive in the foreign bank dividends and interets of internationals bonds?

Thanks a lot and sorry for my english
letosa

The 35% withholding tax can be claimed as part payment of the lump sum tax.

thanks for your reply.

but if i must pay 50000chf/year for the lump sum tax, but i pay 200000 chf/year for the 35% withholding tax (from dividends and interests on bonds), do i have the 100000chfs (=150000-50000) back from the switzerland ?

and if yes, when ?
after 1 year? is a long and hard process?

If i have my money (cash, bonds, equity) in a foreign bank (in europe), and i have the lumps sum tax, i don't pay the 35% withholding tax (because the foreign bank can not send money to the switzerland for me..)?
Is it correct?

thanks a lot
letosa

You need a proper tax advisor or wealth management firm.

yes i know, but i live alone from the switzerland for meet a tax advisor, and so i don't want make a long travel for nothing.

So i want before ask here for have more info like first step.

thanks
Andrea

I'm sure they have phones.
Really, it's your best option. Spend a little to potentially save a lot.

The tax is offset, at least in VS. Obviousely if the withholding tax is more than your lump sum taxation you won't get any back. You have other deductions as well.........However with your wealth I thnk you can pay for advice, you will probably save even more & the advice is tax deductable.

but if i make the lump sum tax, how much do i pay for the pillar 1?

thanKS

AVS payments are a percentage , it may or may not be included in the lump sum. You need to talk to who negotiated your lump sum. I get the feeling that you have not actually negociated a lump sum deal as if you had you would know the answer .