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Daniel Bader
Partner
Specialism: Lawyers Tax Corporate and Regulatory Estate Planning
Company: Bär & Karrer
Location: Zurich, Switzerland
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2017
Daniel Bader currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: No
Number of offices globally: 1-5
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Fully fledged advice to foreign clients on taking up residence and domicile in Switzerland:
• Evaluation and negotiation of tax ruling on eligibility and terms of
forfeit (lump-sum) taxation regime;
• Evaluation and negotiation with tax authorities on transition of existing and setting up new legal and trust structures in Switzerland and foreign jurisdictions;
• Comprehensive international estate, matrimonial and tax planning, including advice relating to custodianship and holding and administration of minor children's wealth as well as estate, matrimonial and tax planning for major children; including Swiss and cross-border taxation advice and compliance support with regard to transfer of assets to non-Swiss resident heirs / recipients and including executorship in estate;
• Obtaining residence permits for family, including staff;
• Support with acquisition of real estate in Switzerland (Lex Koller authorisation, negotiation of acquisition contracts, tax planning); Support with customs and VAT aspects of relocation, in particular relating to import of art and cars.
Peer review:
07 Feb 2018
Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com