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Old 08.08.2020, 19:40
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Re: Move Inheritance to Switzerland ?

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You have not deducted the 0.35% management costs income tax deduction against the assets, that wipes out the first few million in ZH
Actual fees, or 0.3% of your securities (shares, bonds, funds etc.)

Depending on your income and marginal tax rate this indeed wipes out the wealth tax in canton Zurich (which is much lower than in Bern).
https://www.swisspartners.com/partne...tiven%20Kosten.
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Old 08.08.2020, 19:46
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Re: Move Inheritance to Switzerland ?

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Actual fees, or 0.3% of your securities (shares, bonds, funds etc.)

Depending on your income and marginal tax rate this indeed wipes out the wealth tax in canton Zurich (which is much lower than in Bern).
https://www.swisspartners.com/partne...tiven%20Kosten.
I included cash, as I used the total capital figure to base the deduction on. ZH never batted an eyelid . 1 year they said I made 5 errors on my tax return, I appealed 4 as the only error was the balance of my rental deposit account was left blank. They wrote back accepting the appeal on all 5 counts, they don't have much of a clue, in any case the tax in question was less than the stamp on the first letter
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