Treuhand- und Revisionsgesellschaft Mattig-Suter und Partner
Schwyz
Inheriting and Bequeathing Real Estate
- 08 August 2026
- 100%
- Permanent position
- Schwyz
Job summary
Hochfor mattig offers insights on inheritance and estate management. Gain knowledge on navigating emotional and practical aspects of wealth transfer.
Tasks
- Understand the complexities of inheritance law and property issues.
- Discuss taxation implications for heirs and gifts in different cantons.
- Engage with experts to address personal inheritance concerns.
Skills
- Familiarity with basic inheritance principles is essential.
- Analytical thinking and problem-solving abilities required.
- Strong communication skills to facilitate discussions.
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About the job
Hochfor mattig
more knowledge more impact more value
Hochfor mattig
more knowledge more impact more value
Inheritances sometimes contain considerable material values. Appropriate inheritance law arrangements can sustainably influence their fate positively. Equally important are the related emotional aspects. Despite emotions, objectivity must be paramount.
The introductory question was: "When do you address the topic of 'Inheriting and Bequeathing'?" The simple and clear answer is: "Depending on the life situation, early regulation of asset succession is strongly recommended."
An entrepreneur, a homeowner, a father or a mother should be familiar with the basics of inheritance law and be able to assess corresponding recommendations. This is not always easy and presents particular difficulties when real estate is involved. At the event, the various speakers addressed specific real estate issues within the framework of inheriting and bequeathing.
One of three specialist lectures was dedicated to the principles of inheritance law. Those who have died can no longer decide what should happen to their assets. If no arrangements have been made for the event of death, inheritance law protects direct descendants, spouses, and if there are no children, the parents with the norm of statutory succession and with compulsory portions.
The topic of "inheritance and gift taxation" is no longer of high relevance in many cantons, as taxation of direct descendants has been abolished in recent decades. It remains noteworthy that currently the canton of Schwyz is the only canton that recognises neither inheritance nor gift taxes, and that the inheritance tax consequences for non-relatives in the cantons of Uri and Valais are often underestimated.
The discussion led by Claudia Mattig addressed options and pitfalls with concrete cases, and the discussion among the experts quickly revealed that inheriting and bequeathing is not an everyday topic for the general population. The participants' feedback was correspondingly positive.
After the lectures, the fiduciary and auditing company Mattig-Suter and Partner invited the participants to an aperitif. Besides networking, participants were also able to competently discuss their personal concerns.
