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Swiss succession planning
Wills are particularly important for British nationals living in Switzerland. Switzerland’s succession laws differ significantly from those of the UK. Whereas the UK allows you to leave your estate to whomever you choose, Switzerland mandates that a portion of your estate must go to specified family members. This is known as ‘forced heirship’, and the outcome may or may not align with your wishes.
Unless the process is made easy and affordable, making a Will can remain forever on the ‘to do’ list.With this in mind, we have drawn on the knowledge and experience of our award-winning team of lawyers in Geneva to develop an English Will package designed for British nationals living in Switzerland.
If this package is suitable for you, for a fixed fee we will prepare a Will which leaves your worldwide estate to your spouse and then to your children and descendants. We can also prepare a mirror Will for your spouse.
This Will will include special provisions electing for English law to apply, overriding Swiss forced heirship rules. For good measure, we will also obtain formal sign-off from a Swiss attorney confirming that the Will is valid and effective in Switzerland. The Swiss attorney’s fees are not included, but we will agree them with you in advance.
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Track record
Estate planning
Estate planning for a private equity manager with assets in or connections with Italy, France, Switzerland and the US, among other jurisdictions.
Succession planning
Succession planning for a couple who have assets in the UK, Switzerland and the US.
UK family with assets in Switzerland
Succession planning for a family who split their time between the UK and Switzerland and have assets in both countries.
UK relocation
Assisted CEO with a relocation to the UK, opened bank accounts for them in the UK and Switzerland.
Recent recognition
Meet the team
Justine Markovitz
Partner | Geneva
Berry M. Bloomberg
Partner | Geneva
Lindsay Brown
Special Counsel | Geneva
Louisa Douglas Home
Senior Associate | Geneva
Mary Charles
Associate | Geneva
Tom Barber
Associate | Geneva
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Typical clients include
Families and family offices
Families call on us when they want a firm that understands their needs – whether they are looking to pass down wealth, set up and run a family office, or make their mark through philanthropy. Find Out More
Founders
From advising on tax or global expansion, helping company founders realise their vision is an important aspect of our work. Find Out More
High net worth individuals
With complex interests that often span several jurisdictions, highly successful people need seamless advice. With a full-service offering across our offices around the world, we provide just that. Find Out More
Leaders and senior executives
We help business leaders to manage their responsibilities at work and home – from advising on employment contracts and regulatory matters, to dealing with tax, wills and prenuptial agreements. Find Out MoreHow else can we help?
We offer a full range of services to individuals and businesses. Find out how we can help you solve challenges and maximize opportunities.
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