LedgerPeek

Proactive tax consulting for significant decisions and long-term planning

  • Full clarity on how your plans impact your tax position
  • Identification of all possible risks and savings
  • Written certainty from tax authorities before you commit

Whatever move you're considering, we assess every tax implication and secure the best outcome for you

Real estate

  • Identification of the most tax-effective timing for your purchase or sale
  • Structuring finances to maximise all deductions available for you
  • Comparison of actual renovation costs vs. lump-sum deduction – and which saves you more
  • Assessment of whether holding property through a real estate company benefits your situation

Investment

  • Holding company assessment to determine if it reduces your overall tax burden
  • Application of participation exemptions so dividends and capital gains aren’t overtaxed
  • Wealth structure design that’s compliant and tax-efficient across jurisdictions

Business restructuring

  • Tax-efficient conversion path from sole proprietorship to GmbH or AG
  • Share transfer and ownership change planning with minimal tax impact
  • Liquidation, merger, or exit structuring to avoid unnecessary tax charges
  • Stock option and equity participation plan design that works for both you and your team

Compensation negotiation

  • After-tax modelling of stock options vs. shares to show the real value of each offer
  • Bonus structure modelling to show which option leaves you with the most
  • Expatriate package review for hidden tax traps and missed benefits

Relocation

  • Full mapping of arrival or departure tax consequences
  • Canton-by-canton comparison tailored to your income, wealth, and family situation
  • Residence determination to prevent disputes with tax authorities
  • Move timing coordination for the best overall tax outcome

Retirement

  • Optimal timing and sequence for Pillar 2 and 3a withdrawals
  • Lump sum vs. monthly annuity comparison – with the real difference after tax
  • Voluntary pension buy-in analysis to determine if it reduces your year’s tax bill

Succession & heritage

  • Gift and donation structuring to reduce or eliminate inheritance tax
  • Cross-border estate coordination to prevent double taxation
  • Evaluation of life insurance and trust options for long-term asset protection

Discover how your plans impact your taxes – before you commit

Book a consultation

Plan ahead with full tax clarity, no hidden risks, and maximised savings

Anticipate problems before they become emergencies

Prior to committing to any major financial decision, it’s essential to see clearly the risks that could cost you later. Our experts provide early analysis to assess your full tax situation, identify risks before they become costly, and provide you with actionable recommendations to adjust your plan and eliminate the risk.

Identify savings opportunities before they expire

Many tax opportunities are time-sensitive. A deduction missed, a structure not established, a ruling not requested – once the window closes, it’s gone. We make sure every available saving for your situation is identified and applied before the deadline passes.

Get written certainty through preliminary rulings

Know exactly how the tax authorities will treat your situation – before you commit. We prepare and file preliminary rulings with the cantonal or federal authorities so every decision is backed by binding written confirmation.

Have one expert who sees the full picture

Your real estate decision affects your inheritance plan. Your business structure affects your retirement. Instead of coordinating between multiple specialists, you work with one tax advisor who understands your complete financial situation – and delivers proactive solutions that account for every dimension of Swiss tax.

Andriy Chubatyuk

Tax partner

Tax partner

Expert oversight by our tax partner

Andriy oversees our tax department, ensuring that every return is prepared with the highest level of professional care and technical accuracy.  Our commitment is to provide reliable results and full compliance, giving you total peace of mind throughout the entire process

Approach every significant decision knowing exactly how it impacts your taxes

Schedule a call with the tax expert and get proactive analysis tailored to your situation