Declaration of inheritance

We offer a service that deals with all aspects of an inheritance

Dilytics is committed to assisting you in all the administrative and fiscal procedures related to an inheritance.

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Inheritance proceedings in Switzerland

The question of how to manage an inheritance is one that arises after the death of a relative. It is an obligation that must be fulfilled in a context that may be delicate for the family.

Whether your need concerns the taxation of a legacy, the declaration of an inheritance or the administrative duties regarding the death of a relative, our team is available to help you.

What happens in the absence of a will?

Can I benefit from an inheritance? This is a question that many people ask themselves after the death of a close relative who has not written his or her last wishes. 

When no legal act such as a will or a contract of inheritance has been concluded, Swiss inheritance law applies as follows:

  • The surviving spouse is entitled to 50% of the inheritance in competition with the children (direct descendants);
  • The spouse is entitled to 75% of the inheritance if the deceased person has no direct descendants. This rule applies if at least one parent or sibling is still alive;
  • In all other situations, the spouse inherits 100% of the assets and liabilities.

What rights do I have as an inheritor?

As an inheritor in Switzerland, you are entitled to:

  1. accept the estate with or without the benefit of the inventory;
  2. have the inheritance officially liquidated by appointing a trustee;
  3. refuse the inheritance.

How to declare an inheritance?

The essential documents to receive an inheritance in Switzerland are the following:

  1. The death certificate;
  2. The certificate of inheritance;
  3. The inventory of assets to be transferred;
  4. The code number of the deceased’s tax return.

With these documents, our team will be able to draw up the inheritance declaration with the cantonal tax authorities (AFC). With this step, we will be able to proceed with the completion of the deceased’s tax liabilities.

Dilytics also offers to act as your representative to free you from all administrative and financial obligations. We will report on your situation and defend your interests in case of bureaucratic complications.

The advisors of our accounting firm in Geneva will accompany you through all the stages of your inheritance proceedings in Switzerland.

Declaration of inheritance

Declaration of inheritance

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Are you dealing with the tax obligations of a relative who has recently passed away? Would you like to receive advice regarding an inheritance? Do not hesitate to contact our team. 

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