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Handover or sale of home

Handing over or selling your own home - what do you need to consider?

Whether your home or condominium is handed over or sold to your descendants depends on many factors. We are happy to support you with the planning and implementation.

This question covers many areas. First and foremost, the aspects of inheritance law (equalization and protection) and tax law (property gains tax and inheritance tax on descendants) need to be clarified. In addition, knowledge of the consequences under social security law (supplementary benefits and social assistance), the financial component (liquidity planning for parents, affordability for descendants and transaction costs) and psychological issues (family peace and fair price) are very important. The focus is also on dispute prevention so that an amicable, binding arrangement can be reached within the family. Due to the many technical issues and emotional aspects, expert advice is highly recommended.

The right of residence must be publicly notarized and entered in the land register in order to be valid.

Are you interested in our services?
person-in-businesskleidung
Jonas Werder
Head of Real Estate Marketing
Swiss Certified Property Broker Specialist, CAS BFH in Site and Real Estate Project Development