Services

JMP TREUHAND & INKASSO provides advice on all financial, administrative, fiscal, legal*1 , insurance*2 and economic matters. Our aim is to recognize your requirements and problems at an early stage and, by creating a trustworthy atmosphere, meet them with our expert legal knowledge. As your personal consultant we provide holistic and innovative solutions to complex problems. Our concern to your requirements is equal to our claim for quality, efficiency and meeting target-dates.

The key services we can provide in this respect are the following:

Establishing companies

In Switzerland

Joint-stock companies -Public limited company (plc) - Limited company (Ltd.) -other legal entities (e.g. co-operatives or associations)
Business partnerships (drawing up of contracts) -Collective partnership -Limited partnership -Non-registered partnership

abroad

Accounting / Auditing / Personnel Administration

Accounting (financial accounting, accounts receivable, accounts payable and payroll accounting)
Fiscal mission
Auditing (latest revision of the balance sheet); Acting as legal auditors)
Personnel administration (wage statements, pay slips, entire billing of the Old Age Insurance AHV, Invalidity Insurance IV, Income Compensation EO, Unemployment Insurance ALV, Accident Insurance UVG, Occupational Pension BVG and Daily Sickness Allowance)

Tax Planning

Tax Planning
Tax consulting for individuals and legal entities (including tax returns)
Providing advice on taxes (conducting investigations and negotiations about tax relief, tax exemptions and about future tax burdens)
Company tax law in the case of mergers, break-ups, acquisitions, sales of companies, succession regulations, fiscal missions
Tax questions and tax advantages between one canton and another as well as on an international level
Objections, appeals, complaints and representations before all authorities

Legal Advice

Contract and company law, in particular the law on limited companies (GmbH) and the law on joint-stock companies
Matrimonial property and inheritance law, matrimonial and inheritance contracts, wills
Acting as executor of a will
Social insurance law, in particular Occupational Pension (Law) BVG
Legal opinions and plans
Applications and registrations with the Federal Institute of Intellectual Property for trademarks, designs and patents
Obtaining permits, in particular work permits and miscellaneous permits such as for technical gadgets etc.

Searches

Trademark searches (investigating and assessing whether your or a similar trademark is being used by other persons or companies)
Company name searches (investigating and assessing whether a particular company name is being used by other companies)

Business Consultancy

Advice and representation for company sales and acquisitions
Calculation of share value and corporate value
Establishing companies in Switzerland and abroad, conversions, mergers, liquidations, re-organizations
Optimizing insurance policies, tracing the best occupational pension (BVG), insurance company for property insurance/liability insurance or other risks, or/and health insurance*2
Advice on questions of finance and investment

Asset management/investment advice*3

Procurement of realty to rent or purchase

other services

Applications and registrations with public authorities (VAT, Old Age Insurance AHV/Invalidity Insurance IV/Income Compensation EO, Swiss Accident Insurance Company SUVA, other applications)
Outsourcing services such as domicile, telephone and secretarial services
Taking on board of director’s mandates

*1 Consultation is given by independent lawyers
*2 In co-operation with independent insurance brokers and insurance companies
*3 In co-operation with our FAMILY OFFICE