Client Story: Mr S

Mr S wanted to relocate to Switzerland with his family and was looking for a clear route to residence, practical support with the move and a tax framework that would support his long-term financial objectives.

Rather than dealing with immigration, registration, insurance and tax planning as separate issues, he wanted a coordinated approach. Working with Dixcart Switzerland, Mr S reviewed the available residence options, planned the relocation process and assessed the tax implications before making the move.

As Mr S was financially independent and did not intend to work in Switzerland, he ultimately obtained Swiss residence and relocated with his family. Lump Sum Taxation was identified as the most suitable solution for his circumstances, providing certainty over his Swiss tax position while allowing the family to establish Switzerland as their long-term home.