Areas of activity

We advise our clients on all personal taxation matters, including tax strategy, tax shields, social security contributions, income and wealth taxation, business transfers, inheritances, and donations. Our objective is to enable you to navigate all life stages effectively while managing the tax implications at every step.

We assist companies with their tax management. As this is an operating expense like any other, good anticipation and management allow costs to be controlled. We support our clients at all levels, whether it be income tax, withholding tax, stamp duty, stamp duty on securities transactions, or VAT. The key is to defer taxation in order to finance your company's growth in the meantime.

Our Firm advises entrepreneurs and individuals on real estate acquisitions, the resulting tax implications or risks, and the optimal structure to implement for effective tax management.

Our firm also advises entrepreneurs and individuals on the advisability of creating or liquidating real estate companies, as well as on structures such as SIALs (real estate companies owned by shareholders-tenants), incorporating optimal tax planning.

We assist our clients in setting up companies, through cash or in-kind contributions, drafting articles of association and shareholder agreements. We also assist in the creation of Swiss or foreign holding companies to structure and protect your shareholdings while managing taxation. Would you like to set up an SA/Sarl? We are here to help.

We design and implement employee incentive plans (LTIPs, ESOPs, phantom stock plans) for companies, taking into account labor law, corporate law, and the tax implications for both the company and its employees.

We support companies in setting up their occupational pension solutions (LPP), with tailor-made plans ranging from collective to individual management of pension assets. We help our clients set up LPP plans that allow them to influence the management of their retirement assets.

Our experts guide you through corporate operations such as mergers, demergers, transformations, quasi-mergers, or asset transfers, ensuring the security and comprehensive management of all aspects, including taxation.

Do you operate a sole proprietorship and wish to convert it into an SA (public limited company) or Sàrl (private limited company)? We are here to support you.

Our experts assist you in analyzing the Swiss tax treatment of existing or newly established trusts, including discussions with the relevant tax authorities and guidance on the correct method for declaring trusts in tax returns.

Given that factual situations frequently involve cross-border elements, we advise our clients on international taxation, especially regarding double taxation treaties that offer both security and optimization.

PANCHAUD Tax & Legal SA represents its clients in negotiations with tax authorities (tax rulings) and in tax disputes, aiming to protect your interests and prevent litigation.

We also intervene in cases of disagreement between our clients and tax authorities, whether concerning tax reassessment procedures, appeals against tax decisions, or legal proceedings before the courts.