Taxes and optimization in Switzerland

Swiss taxation is complex and varies from canton to canton, which can quickly become discouraging. Here you will find practical tutorials on how to complete your tax return using VaudTax, ZHprivateTax, and other cantonal software, as well as clear explanations on tax calculation, wealth, and withdrawals from the 2nd and 3rd pillars. I also share legal and accessible optimization strategies. The goal: to reduce your tax bill, gain peace of mind, and regain control of your finances.

Recent Articles

Tutorial VaudTax Tax Return (2026) - Part 3
May, 10 2026

Tutorial VaudTax Tax Return (2026) - Part 3

VaudTax step 3: final step of the Vaud tax return with real estate, debts, special deductions, additional information, and advance payments.

Swiss and foreign withholding tax 2026, dividend theory
May, 10 2026

Swiss and foreign withholding tax 2026, dividend theory

Understand Swiss and foreign withholding tax on dividends. L1TW, L2TW, ETF and stock domicile, and how tax recovery works.

Swiss and foreign withholding tax 2026, examples
May, 10 2026

Swiss and foreign withholding tax 2026, examples

Concrete examples of withholding tax on dividends. ETF VT, VWRL, Roche stock, US and EU ETFs, DA-1 and R-US 164 explained.

Swiss Capital Gains Tax 2026, when investors pay tax
May, 10 2026

Swiss Capital Gains Tax 2026, when investors pay tax

Understand Swiss capital gains tax in varYear. Private vs professional investor status and the 5 official criteria explained clearly.

Swiss Dividend Tax 2026, ETFs and stocks explained
May, 10 2026

Swiss Dividend Tax 2026, ETFs and stocks explained

How dividends are taxed in Switzerland in varYear. ETFs, stocks, gross declaration, accumulating vs distributing funds explained.

Swiss investor tax FAQ 2026, ETF VT vs VWRL
May, 10 2026

Swiss investor tax FAQ 2026, ETF VT vs VWRL

Answers to key Swiss investor tax questions. ETF VT or VWRL, US vs Ireland ETFs, dividends and tax treatment explained.

Swiss investor tax summary 2026, ETFs and stocks
May, 10 2026

Swiss investor tax summary 2026, ETFs and stocks

Clear summary of Swiss taxes for investors. Stamp duty, capital gains, dividends, withholding tax and US or EU ETFs explained.

Swiss Stamp Duty 2026, how investors can avoid it legally
May, 10 2026

Swiss Stamp Duty 2026, how investors can avoid it legally

Clear guide to Swiss stamp duty for investors. Exact rates, Swiss vs foreign brokers and legal ways to optimise your taxes.

US Switzerland estate tax treaty, ETF VT explained
May, 17 2020

US Switzerland estate tax treaty, ETF VT explained

Clear analysis of the US Switzerland estate tax treaty, using ETF VT and a real case study, confirmed by an international tax professional.

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As usual, I only write and review things that I use in my personal daily life, or that I trust.

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