ADB Altorfer Duss & Beilstein AG

Chairman: Dr Jürg Altorfer

Managing Partners: Fabian Duss, Dr Andreas Helbing, Dr Pascal Taddei

Number of partners: 5

Number of lawyers: 14

Number of counsels: 1

Languages: English, French, German, Italian, Spanish

Firm Overview

ADB Altorfer Duss & Beilstein is one of the leading tax law firms in Switzerland. Founded in 1954, ADB offers national and international clients comprehensive consultancy focusing on Swiss and international tax law. From high net worth individuals to institutional investors. From the SME to the listed company. From incorporation through to succession planning. From the concept through to implementation and its reproduction in tax returns and tax assessments. The ADB team provides personal and individually tailored advice in relation to all aspects of life and business decisions with tax implications. The services of the tax experts are based on decades of professional experience and are characterised by recognised specialist expertise. With avocational engagements as lecturers, specialist authors and judges, the ADB team also provides its own additional contribution to the development of tax law.

Main Areas of Practice

• Tax
• Corporate/M&A
• Employment
• Private Client
• Real Estate
• Financial Services Industry

Main Areas of Practice

Tax Law:

Capital Markets & Financial Products Tax Support:

The firm supports national and international clients regarding the tax aspects of capital market instruments, asset securitisation, syndicated loans, investment funds, derivatives and structured products, venture capital and private equity transactions.

Contact: Fabian Duss

Phone: +41 44 267 63 67

Email: [email protected]

M&A Tax:

Structuring of national and cross-border corporate acquisitions and disposals, mergers, corporate demergers, joint ventures, MBOs and all forms of restructuring, including implementation in Switzerland from a corporate and contract law viewpoint.

Contact: Pascal Taddei

Phone: +41 44 267 63 88

Email: [email protected]

Prevention & Compliance – Advice in the area of penal tax law:

Examination of structures from a tax viewpoint (health check); assistance in restructurings and voluntary disclosures.

Contact: Andreas Helbing

Phone: +41 44 267 63 65

Email: [email protected]

Cross-Border Tax Structuring:

ADB advises in particular on the special issues arising in cross-border situations, e.g. related to withholding tax and the application of double taxation treaties.

Contact: Pascal Taddei

Phone: +41 44 267 63 88

Email: [email protected]

Transfer Pricing:

The firm is often involved with the tax effective structuring of the supply chain, assessment of intercompany transactions, reallocation of functions, conception and assessment of transfer pricing systems as well as with the preparation of transfer pricing documentations.

Contact: Marc Dietschi

Phone: +41 44 267 63 58

Email: [email protected]

VAT & Customs:

ADB’s VAT specialists advise on cross-border supplies of services and goods, including assessment of customs questions, optimisation with regard to declaration duties in Switzerland and abroad as well as in relation to entitlement to deduct input tax, real estate transactions and collective investment schemes. The firm also provides assistance in VAT audits and representation in appeal procedures, VAT training, VAT compliance and VAT fiscal representation.

Contact: Britta Rehfisch

Phone: +41 44 267 63 74

Email: [email protected]

Real Estate Tax:

The firm advices on the direct and indirect holding of real estate, support in replacement transactions, tax calculations.

Contact: Mathias Häni

Phone: +41 44 267 63 85

Email: [email protected]

Domestic Group Restructuring & Recapitalisation:

ADB provides advice on the planning and implementation of tax-efficient reorganisations, restructuring and recapitalisation measures.

Contact: Jürg Altorfer

Phone: ​+41 44 267 63 73

Email: [email protected]

Private Client Tax Services:

ADB provides analysis of the asset situation, tax-efficient asset structuring, the use of foundations and trusts and succession planning for entrepreneurs. This includes advice related to inheritance tax law and taxation of donations. Furthermore, applications for tax rulings (e.g. for lump-sum taxation or personal holding companies) are filed.

Contact: Pascal Taddei

Phone: +41 44 267 63 88

Email: [email protected]

Global Mobility:

The firm assists clients in special national and international questions on payroll taxes, preparation of tax declarations in the case of a retrospective ordinary assessment or supplementary assessment. Also, special questions on national and cross-border social security law are solved.

Contact: Fabian Duss

Phone: +41 44 267 63 67

Email: [email protected]

Tax Compliance Services:

Preparation of tax returns (income and wealth tax, real estate capital gains tax, real estate transfer tax, tax on donations and inheritance tax, customs declarations), control of tax invoices and assessments (including social security contributions).

Contact: Theodor A.J. Ambauen

Phone: +41 44 267 63 76

Email: [email protected]

Business Law:

Comprehensive assistance in relation to relocation to and from Switzerland, evaluation of places of residence, applications for tax rulings (including lump-sum taxation), value-added tax and customs duties, immigration law, work permits, property purchase permits.

Advice regarding inheritance tax law and taxation of donations, drafting of prenuptial agreements, wills and inheritance agreements, assistance of heirs during the administration of the inheritance mandates as executors of the will.

Contact: Urs Zeltner

Phone: +41 44 267 63 66

Email: [email protected]

Office

ADB Altorfer Duss & Beilstein AG

Walchestrasse 15

8006 Zurich

Switzerland