Transfers from Germany
Wegzugsbesteuerung, Erbschaftsteuer, ordinary German regime: why the Ticino forfait remains competitive.
German exit tax
§ 6 AStG taxes latent gains on shareholdings above 1% on transfer. Since 2022 the automatic deferral for intra-EU transfers has been abolished; for Switzerland a seven-year instalment with collateral remains available. Preventive planning is essential.
Inheritance and gifts
German Erbschaftsteuer reaches 50% for non-relatives. The residence transfer, accompanied by severing residual patrimonial ties in Germany, can significantly reduce future exposure.
Forfait for German profiles
German clients have historically been the largest share of the Ticino forfait, particularly in the Locarnese and the Mendrisiotto. German-language banking in Lugano is widely available.
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