Moving to Switzerland
The workbook for your move to Switzerland: which permit your passport allows, whether lump-sum taxation works for you and in which canton your numbers hold. With every canton's lump-sum minimum in one table, three fully worked cases on 2027 figures, worksheets, a twelve-month plan and a document file. You walk into every meeting with the tax office and the migration office with your own numbers.
Payment runs through Stripe. The guide arrives as a PDF at this address.
What the guide contains
- The canton table with the lump-sum minimum, the rent rule and the wealth rule for every canton that offers the regime, and the five that do not or only in the year of arrival
- Three worked cases for an EU couple, a British retiree and an American family, on the 2027 federal tariff, 2027 AHV contributions and 2027 health premiums, every step shown
- The lump-sum worksheet for your own federal and cantonal tax base, with the seven-times-rent rule, the wealth multiple and the control calculation
- The self-test that tells you in five minutes which permit route and which tax status are open to you and your spouse
- The twelve-month plan from the first call with the cantonal tax office to your first assessment, with every deadline in Switzerland, the UK and the US
- The document file as a checklist for the tax office, migration office, commune, customs, health insurer and bank
Contents
- 1 The self-test
- 2 Permits for EU and EFTA citizens
- 3 Permits without an EU passport
- 4 Lump-sum taxation and its arithmetic
- 5 Choosing your canton
- 6 What your home country takes with you
- 7 Housing, health insurance, AHV and banking
- 8 The twelve-month plan
- 9 The document file
- 10 The twelve costliest mistakes
- 11 Questions for your adviser
- 12 Glossary
Good to know
You order it here on swissplan.plus and receive it as a PDF by email straight after payment. It is issued in your name, and every worksheet can be printed and filled in by hand.
The website explains the rules. The guide puts every canton's lump-sum minimum and wealth rule side by side, works three complete cases through on 2027 figures and gives you the self-test, worksheets, twelve-month plan and document file to work through.
No. It takes you far enough to place your own case and ask the right questions. Only the cantonal tax office can confirm your lump-sum basis, only the migration office can grant your permit, and the decision for your specific case is what we work out with you in the consultation.