Swiss Lump Sum Taxation: A Path to Moving to Switzerland

In this episode of the Swiss Money Secrets podcast, we uncover one of Switzerland’s most fascinating and often misunderstood tax regimes for residency: Swiss Lump Sum Taxation. This unique system allows qualifying non-Swiss nationals to pay taxes based on their annual living expenses rather than their worldwide income or assets and obtain Swiss residency, creating opportunities for predictability, privacy, and full enjoyment of the nation of Switzerland.

We break down how the system works, who qualifies, and why it is attractive for retirees, global entrepreneurs, and internationally mobile families looking to immigrate to Switzerland. You’ll also discover how lump sum taxation is calculated, the key differences between Swiss cantons, and why careful planning with experienced advisors is essential to avoid unexpected pitfalls.

While WHVP does not provide relocation services or offer tax advice, understanding this tax framework is crucial for anyone considering Switzerland as a place to live. If you are considering international mobility and learning what your options might be, this episode sheds light on how Swiss Lump Sum Taxation could fit into your broader financial future.

00:00 Intro
00:30 Switzerland's US Tariff Challenges
03:27 Introduction To Cedric Miehle
05:36 Lump Sum Taxation In Switzerland
10:26 How It Works
21:20 What Is The Process Of Obtaining It
27:49 Guidelines for Lump Sum Taxation
34:59 Final Thought
35:59 Outro

Learn more about Cedric Miehle here: https://www.domenig.law/en/team/cedri...

About WHVP: WHVP is an independent asset manager, specializing in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our clients' accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

Contact WHVP:
Website: https://whvp.ch/
Email: [email protected]
Telephone: +41 44 315 77 77


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.