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Our expertise

Financial products

We determine how your investments are taxed. We do not sell any financial products.

Our approach

We handle the tax side of your investments: declaration of securities, foreign-source income, securities trading and refunds of tax withheld abroad. You declare correctly, recover what is yours and avoid tax reassessments.

Scope and expertise

Securities income

Interest, Swiss and foreign dividends.

Private capital gains and taxable cases

In particular when securities trading becomes taxable.

Recovery of foreign taxes withheld at source

Claims filed with the countries concerned.

Statement of securities for the tax return

Prepared from your bank statements.

Our approach

We handle the tax side of your investments: declaration of securities, foreign-source income, securities trading and refunds of tax withheld abroad. You declare correctly, recover what is yours and avoid tax reassessments.

Complementary expertise

BM Tax + Legal SA
ACCOUNTINGTAXHR AND PAYROLLLAWWEALTH
Engagement

Speak with an expert

First meeting free of charge. Offices in Geneva and Paris, or by video conference.

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In the same area

Other services in Wealth and succession

Succession

Who inherits what, and with what taxes? We organise your succession with your notary and support the heirs once the succession has opened.

Gifts

Passing on assets during your lifetime: we quantify the tax in each canton or country concerned and prepare the deeds.

Family business succession

Preparing the transfer to the next generation without weakening the business.

Investing in Switzerland

Choosing the right vehicles and anticipating the taxation of your investments in Switzerland.

Bank account

We help you open a personal account in Switzerland, with a complete file.