Guides: Estate planning

All guides on «Estate planning».

Overhead view of a table with tea and pastries where several older people are looking at a photo album together.

Estate planning · Financing

Passing on property: right of residence, equalisation and tax

Transferring the house during your lifetime and staying put: right of residence versus usufruct, equalisation among siblings, statutory shares, and the deferred property gains tax.

12 August 2026 · 6 min read

A house on a rise, with a sloping meadow and scattered trees in front of it.

Moving home · Estate planning

Valuing your home before a move: what is it actually worth?

Before a sale, an advance on inheritance or a usufruct you need a defensible figure. The three valuation methods, what online estimates are good for, and when a full appraisal pays.

7 July 2026 · 5 min read

A Swiss house with a steep gabled roof in front of a snow-covered mountain range.

Financing · Estate planning

Abolishing the imputed rental value: what it means for retirees

Retirees with a largely repaid home are among the biggest winners of the Swiss system change. What changes, when – and what is worth checking already.

23 June 2026 · 5 min read