Entrepreneur Moving to Switzerland: Exit Planning, Lump Sum Tax & Wealth Strategy Bellecapital & PwC

Join wealth management and tax experts in this case study recorded in Zurich (September 2025) exploring the strategic considerations for UK entrepreneurs relocating to Switzerland, including business exit planning, cantonal tax options, and portfolio restructuring. Featured Experts: Matthew Barrett - Senior Relationship Manager, Bellecapital, Zurich Lisa Cornwell - Partner, Private Client Services, PwC Switzerland Case Study Profile: "John" UK resident for 25 years, married with 3 grown children £67M+ total wealth portfolio £25M business (preparing for exit) £20M liquid investment portfolio £17M trust (settled 10 years ago) £5M London family home Planning Swiss relocation for lifestyle before grandchildren arrive Key Topics Covered: UK Exit Tax Planning Switzerland Tax Advantages Canton Selection Strategy Lump Sum Taxation Trust Considerations Succession & Estate Planning London Property Strategy Portfolio Reconstruction Business Sale Windfall Management Investment Strategy Post-Brexit Immigration Swiss Banking Advantages ⚠️ Important Disclaimer: This video is for educational and informational purposes only and does not constitute financial, tax, or legal advice. UK and Swiss tax laws change frequently. The November 2025 referendum mentioned may affect future tax planning. Please consult with qualified professionals regarding your specific circumstances. Timestamps: 0:00 - Introduction & Expert Profiles 1:02 - Case Study Overview: John's Profile 1:41 - UK Exit Tax Planning Fundamentals 3:04 - Switzerland Capital Gains Tax Benefits 3:47 - Day Count Tracking Importance 4:27 - Non-Dom Changes Driving Mobility 4:52 - Canton Selection Process 7:15 - Lifestyle & Language Considerations 8:33 - Trust Structure Analysis 10:58 - Succession Planning Framework 13:17 - Family Conversations During Relocation 13:38 - London Property Strategy 15:02 - Portfolio Reconstruction Opportunity 16:07 - Business Sale Windfall Strategy 18:08 - Pound Cost Averaging in AI Boom Era 18:44 - Global Equity Investment Approach 19:59 - Trust Asset Management 21:11 - Swiss Banking Environment 22:45 - Final Expert Recommendations About the Experts: Bellecapital is a wealth management firm specializing in UK-connected clients in Switzerland. PwC's Private Client Services provides tax and advisory services for families, individuals, and family offices. #UKEntrepreneur #SwissRelocation #LumpSumTax #BusinessExit #ExitPlanning #SwissTax #CantonSelection #UKTax #WealthManagement #TrustPlanning #SuccessionPlanning #PortfolioRestructuring #PwC #Bellecapital #HighNetWorth #PostBrexit #CapitalGainsTax #SwissBanking #Verbier #Zug #Geneva