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Old 11.05.2019, 13:16
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Re: Wills/inheritance UK/CH

Just to add some personal experience to the debate the further complication is the age of the children if there are heirs involved. When the child heir is below the age of 18 this complicates matters and you will not avoid the involvement of the Kindes und Erwachsenenschutzbehoerde (KESB). They will intervene on behalf of any minor to ensure that the minor is adequately represented.
My strong recommendation would be to verify any non-Swiss testament is executable under Swiss law. Meaning take advise from a Swiss family lawyer with expertise in the field. The lawyer will guide whether your testament will or will not succeed in taking precedence over Swiss law. If you intend the order of inheritance to be spouse followed by dependants, it is also advised to have the dependants sign a waiver at the event of or just after their 18th birthday. This is also possible if you are Swiss, and living in Switzerland. Often we do not think of the details until after the event when it is too late!
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Old 11.05.2019, 13:34
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Re: Wills/inheritance UK/CH

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When the child heir is below the age of 18 this complicates matters and you will not avoid the involvement of the Kindes und Erwachsenenschutzbehoerde (KESB). They will intervene on behalf of any minor to ensure that the minor is adequately represented.
Not in my personal experience.

Tom
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  #23  
Old 11.05.2019, 13:58
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Re: Wills/inheritance UK/CH

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Not in my personal experience.

Tom
It is in mine...
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Old 11.05.2019, 14:15
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Re: Wills/inheritance UK/CH

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It is in mine...
Perhaps things have changed since 2003 then.

Tom
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Old 11.05.2019, 14:17
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Re: Wills/inheritance UK/CH

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Perhaps things have changed since 2003 then.

Tom
When I talked about KESB to my Swiss friends they were not very polite and guided me to take care! I have the feeling that more recently they have gained sharper teeth!....my experience is from 2019
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Old 30.05.2020, 09:52
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Re: Wills/inheritance UK/CH

In the death occasion, who will inherit assets and properties in CH and UK that were bought before marriage for a UK citizen and reside in CH, married to Swiss, no kids. No Ehevertrag, Erbvertrag and will as of now.
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Old 30.05.2020, 11:06
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Re: Wills/inheritance UK/CH

Spouse and parents.

Tom
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Old 30.05.2020, 11:37
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Re: Wills/inheritance UK/CH

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Spouse and parents.

Tom
UK assets will require UK probate under law, so wife would be included in the mix, regardless of the source of the assets unlike in CH.
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  #29  
Old 30.05.2020, 13:36
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Re: Wills/inheritance UK/CH

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UK assets will require UK probate under law, so wife would be included in the mix, regardless of the source of the assets unlike in CH.
Upon death in CH, the source of the assets become irrelevant, they are only relevant in case of divorce.

Tom
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Old 31.05.2020, 12:24
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Re: Wills/inheritance UK/CH

Mmmm.. I have an interest in this and still find it confusing

I think a 'flow chart' would be really useful.. anyone brave enough ?
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