14. Oktober 2026 | Vortrag
Imposizione secondo il dispendio in
Svizzera: implicazioni fiscali e
strategie di investimento
14. Oktober 2026 | Vortrag
Imposizione secondo il dispendio in
Svizzera: implicazioni fiscali e
strategie di investimento
Imposizione secondo il dispendio in Svizzera - 14.10.26
This webinar explains Swiss lump-sum taxation (“Globale”) to wealth managers, with a focus on Ticino. It covers the conditions, the expenditure base and the control calculation, and shows how portfolio decisions (choice of issuer, Swiss cash and gold, treaty relief, etcc..) can change the client’s tax bill. It also looks at withholding tax, gift and inheritance tax and the documents the bank should provide. Practical cases, a checklist of transactions to report and a final quiz help participants apply the rules in their daily work.
This webinar explains Swiss lump-sum taxation (“Globale”) to wealth managers, with a focus on Ticino. It covers the conditions, the expenditure base and the control calculation, and shows how portfolio decisions (choice of issuer, Swiss cash and gold, treaty relief, etcc..) can change the client’s tax bill. It also looks at withholding tax, gift and inheritance tax and the documents the bank should provide. Practical cases, a checklist of transactions to report and a final quiz help participants apply the rules in their daily work.
