Plan your taxes, transfer your wealth, and relocate stress-free
Book a Free Discovery CallLeaving Switzerland involves navigating complex cantonal tax systems, timing considerations, and investment transfer regulations. Entering the UK tax system brings its own challenges with foreign income rules, disclosure requirements, and wealth planning opportunities.
At 7-7 Wealth Group, we specialise in Swiss-to-UK wealth transitions, ensuring you maximise your financial position while maintaining full compliance with both jurisdictions. Our cross-border expertise helps you avoid costly mistakes and optimise your wealth transfer strategy.
Optimise your departure timing to minimise Swiss cantonal taxes and maximise UK tax advantages through strategic residency planning.
Comprehensive modelling of your UK tax exposure, including foreign income rules, remittance basis elections, and wealth planning opportunities.
Navigate cantonal-specific exit requirements, tax clearances, and documentation to ensure compliant departure from Switzerland.
Efficient transfer of cash, investments, and assets from Swiss institutions to UK-based platforms with tax-optimised timing.
Comprehensive review of Swiss pension arrangements, trust structures, and their UK tax implications with restructuring recommendations.
Complete HMRC disclosure support, including foreign asset reporting, tax return preparation, and ongoing compliance management.
UK-focused estate planning strategies, including inheritance tax mitigation, trust restructuring, and succession planning.
Determine optimal timing & residency strategy
Calculate UK tax exposure & opportunities
Move money & investments efficiently
Handle HMRC filings & Swiss exit paperwork
Optimise investments & estate planning through our IFA partner
With deep expertise in Swiss cantonal tax systems and UK wealth regulations, we seamlessly connect you with strategic partners and leading UK advisors to manage your transition.
Rigorous focus on regulatory compliance in both jurisdictions, protecting you from costly penalties and investigations.
Our strategic planning typically saves clients 15-30% in unnecessary taxes and fees during their wealth transition.
Specialised service designed specifically for Swiss residents relocating to the UK, not generic international advice.
Working alongside our top UK IFA partner, managing your UK affairs, covering your whole estate i.e. investments, inheritance and tax planning. Leaving you rest assured, all bases have been covered by this comprehensive service.
Comprehensive analysis of your specific tax position and optimal residency strategy.
Step-by-step guide for transferring your assets from Switzerland to the UK efficiently.
Complete checklist of all requirements for compliant departure from Switzerland.
All necessary documentation and filings for HMRC compliance and foreign asset disclosure.
Continued investment management and tax planning services once established in the UK.
Don't navigate the complex Swiss-UK wealth transition alone. Our expert team will ensure your move is tax-efficient, compliant, and stress-free.
