Tax Planning

The tax position of personal assets or a business is rarely read in isolation: it depends on choices made elsewhere, in a succession, a contract, or a banking transaction. A self-employed professional changes status or forms a company and wants to understand the tax consequences of that change before committing. A couple is considering an intercantonal move and wants to assess how their tax burden will change in the new canton of residence. An owner is considering renting out a property they previously occupied and wants to understand the tax impact of that change of use. A business owner is preparing to pass on their company and wants to bring their tax situation into order before the transaction rather than discover a problem afterward.

Lexper never promises to reduce a client's tax bill. The work consists of analyzing the client's current tax burden, placing it within their overall financial position, and setting out the legally available options with their real cost and consequences. This tax planning draws on Lexper's dual expertise, legal and financial, which allows each option to be costed out before the client makes a decision, rather than presenting it afterward as a fait accompli.

When the file requires specialized tax expertise, a formal filing with the tax authorities, or a compliance procedure, Lexper retains, with the client's consent, an independent tax expert or, where litigation requires it, a registered attorney (admitted to a Swiss cantonal bar registry). Lexper prepares the file beforehand and remains the client's point of contact throughout the process, including when several panel professionals follow one another on the same file.

A tax review carried out before a major financial decision is made often avoids having to correct a situation once it has taken hold. A change of canton, a corporate restructuring, or a wealth transfer produce tax effects that are calculated before the decision, not after.

Lexper systematically distinguishes what falls within legitimate options available under the law from what would amount to a risky scheme. Drawing this line from the outset protects the client from costly remedial action later on and avoids any confusion between tax planning and practices the tax authorities could recharacterize.