Tool

What your heirs actually pay.

The forfait is a chapter of life. Succession is the chapter that remains. The difference between Lugano and other jurisdictions, on large patrimonies, can be an order of magnitude.

Heir kinship
Canton Ticino
Spouses and direct descendants: full exemption.
0 CHF
Italy
Spouses/children: 4% above €1M allowance. Siblings: 6% above €100k. Others: 8% with no allowance.
1'960'000 CHF
France
Direct line up to 45%; non-relatives 60%. Reduced allowances.
15'000'000 CHF
United Kingdom
Inheritance Tax 40% above nil-rate band. Spouse exempt.
20'000'000 CHF
United States
Federal estate tax 40% above $13.61M exemption (2025). State of residence may add.
14'556'000 CHF

Educational tool. Simplified rates and allowances; does not consider trusts, foundations, lifetime gifts, marital regimes, foreign property. A real case requires individual tax advice.

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