Guide
Inheritance: What to Sort Out Now
September 2026
You inherit a portfolio worth two million francs and a flat. Neither feels like yours. The portfolio sits untouched for years, and the flat turns into a source of friction between siblings.
Who it's for For heirs of a portfolio or a property who want to know what needs clarifying in the first weeks.
What's inside
- 1Why You Treat Inherited Money Differently from Your Own
- 2The Flat and the Siblings
- 3The Canton That Actually Decides
- 4Your Order of Business for the First Weeks
Two pages, with a checklist at the end.
Three details, no post. The PDF usually arrives by email within a few minutes.
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This overview is for general information purposes only and does not constitute investment, legal or tax advice. It is a simplified summary of the legal position and tax treatment.