Neustadt Treuhand AG (Luzern)

A partner that combines reliability and a great know-how.

What was valid yesterday is no longer valid tomorrow ... Innovations in tax legislation lead to an increasingly dense "jungle". If you don't want to get lost, you would be well advised to consult an experienced tax advisor. Especially when changes in the personal or business situation are imminent. Marriage, the purchase / construction of a home or business premises, an inheritance, the founding / takeover / sale of a company, a pension, etc. - everything has an impact on taxes and must be carefully planned in this respect. Succession is no different: early, forward-looking arrangements are of great benefit to everyone involved.

Excerpt of our services / topics

• Tax declaration (natural persons / legal entities)
• Real estate profit tax declaration
• VAT statements
• Tax segregation
• Right of residence / usufruct
• imputed rental value
• One-time contributions
• Depreciation / hidden reserves
• Dividend policy
• Choice of domicile
• Tax relief for new settlements
• Expenses taxation
• Holding / domicile privilege
• New wage statement

Business consulting:

Risks must always be reassessed and identified at an early stage.

Excerpt of our services

• Business valuations
• Succession planning and regulation
• business plans
• investment plans
• budgeting
• calculations
• Evaluations / Analyses
• liquidity planning
• Market situation, employees and organization/strategy planning/goal setting
• Process of foundation, legal form and location of the company
• Cooperation with consultants and banks
• Preparation of contracts, legal and tax advice

**Excerpt of our services

a. Property management:**

• Careful renting (avoidance of rent defaults)
• Rent collection / payment transactions
• Heating and ancillary cost accounting
• Preparation of the annual statement
• Yield calculations / first-time rentals
• Periodic review of rents
• Value preservation and yield: modernization, conversion and renovation proposals

b. Construction management:

• Evaluation (together with partner) of solutions regarding concept, house type, number of apartments, room sizes, interior design, etc.
• Handling and control of administration (payment transactions / cost monitoring)

c. Purchase, sale and mediation:

• Exact knowledge of objects and market
• Sales price calculations
• Prospectuses, advertisements, building specifications
• Financing consultations
• Contract negotiations and preparation
• Property gains taxes
• Negotiations with authorities