CASE STUDY
A typical client who comes to see us for assistance with filing their tax declarations is an international expatriate manager who has worked in several different jurisdictions and who has property and assets in multiple locations. Some of our clients are even resident in more than one jurisdiction, being resident in Switzerland and perhaps the UK at the same time. One typical example was a recent new client who was a UK citizen who had previously worked in the US and had property in the US and being a holder of a green card was still required to file in the US. He also had worked, prior to coming to Switzerland, in the UK where he had received share options and had a property. His major concern when he came to see us was that his affairs were properly coordinated so that not only did he comply with his local taxation obligations but also avoided suffering being taxed multiple times. We worked with the client to ensure his Swiss tax affairs were caught up, as he had received Swiss tax returns for more than one tax year, within the timescale set by the Geneva tax authorities. We also ensured that his tax affairs did not result in a duplicate taxation charge in any other jurisdiction which was a major relief to our satisfied new client.