Expertise
A tax value to declare, a register of beneficial owners never kept, twenty-five holdings to watch, a deed to prepare: this work takes method and hours, not a lawyer's signature. We do it, at a fixed price and within a guaranteed deadline.
I hold 40% of a Swiss limited company. What value must I declare for wealth tax?
Under Circular 28, the value weights the earnings value twice and the net asset value once. With an average profit of CHF 180,000 capitalised at the year's rate and equity of CHF 640,000, the company value comes to CHF 1,850,000, so CHF 740,000 for your 40%. The detailed calculation is in the report.
Order the tax valuation
Who it is forShareholders and partners of unlisted SMEs, family holdings, fiduciaries preparing a tax return, family offices, notary offices and executors.
Order
Prices excluding VAT, guaranteed deadline, PDF report delivered by e-mail. Every engagement starts with a written scope stating what is covered and what is not.
990CHFexcl. VAT
Every search a deed requires, gathered and checked, so the notary appointment is not postponed.
1'290CHFexcl. VAT
The search in Bern, the extracts of companies held, the deceased's financial situation and the table of legal heirs.
1'490CHFexcl. VAT
Up to 25 companies watched for a year: every official publication concerning them reaches you the same day.
1'490CHFexcl. VAT
The valuation under Circular 28, the one the tax authority applies to your wealth tax.
2'400CHFexcl. VAT
Articles, registered powers, register of beneficial owners, meetings held: what is in order, and what exposes you.
Understand
Who decides the tax value of my shares?
The cantonal authority, but it applies a harmonised method the Swiss Tax Conference publishes in Circular 28: earnings value weighted twice, net asset value weighted once, and a capitalisation rate set each year. That method is reproducible, which is what makes the calculation verifiable.
Circular 28 STC and Art. 14 para. 1 THA
Is the register of beneficial owners really mandatory?
Yes, for every company limited by shares, limited liability company and cooperative. Anyone reaching 25% of the capital must be reported, and the company must keep the list. Failing to keep it exposes you to a fine of up to CHF 10,000 and to proceedings for organisational deficiency.
Art. 697j and 697l CO, Art. 327a SCC, Art. 731b CO
What is in the Central Register of Wills?
The existence and place of deposit of testamentary dispositions registered in Bern. Every estate requires this search before concluding there is no will. We file the request and follow the reply.
Central Register of Wills, Bern
Does what you produce bind me or you?
Every engagement starts with a written scope. We answer for the method, the sources and the deadline. The decision remains yours, or your notary's: we supply verifiable facts and a reproducible calculation, not a deed and not a decision.
Art. 398 CO, duty of care of the mandatary
We manage no third-party assets and give no investment recommendations: those activities require a FINMA authorisation we do not hold and are not seeking. We do not keep accounts and do not audit them. We do not produce valuations intended to set a transfer price between parties: that service will come once our professional liability insurance is in place, and we will say so here.
What is included
An expertise engagement takes longer than a document, it is not less guaranteed. Details on the Guarantees page.
Any question about the report delivered, for twelve months, answered in writing within two business days.
The deadline stated on each analysis. If we miss it through our own fault, you are refunded and we still deliver.
Every figure carries its source and its calculation step. Your fiduciary or tax assessor can redo it.
Before we start, you receive in writing what is covered and what is not. No surprise on delivery.
Go further
Exit, pre-emption, valuation, decisions
DiscoverReady for the notary, company name checked
DiscoverDebt enforcement, bankruptcies, officers, trademarks
DiscoverGmbH or AG, articles, register, VAT
DiscoverDeadline met, refusal refunded, corrections included
DiscoverFAQ
No, and we do not claim to be. Both professions require licences we do not hold. We produce analyses based on public registers and published methods, which is reserved to no profession. When your need falls under accounting or audit, we tell you.
You can attach it to your return: it documents your position and applies the official method. The authority keeps its discretion. A detailed, reproducible calculation is simply harder to set aside than a figure with no justification.
Yes, that is the main use of the two preparatory files. Outsourcing searches is established practice in Switzerland. The notary keeps control of and responsibility for the deed, we supply the searches, dated and sourced.
Write to us. Above 25 we prepare a quote with volume pricing. Monitoring is largely automatable, and the price follows.
A question before ordering?
Your case is unusual, your group is complex, you want a quote: say it here. Personal reply within two business days.
