Passing on a property and planning ahead
Passing on a family property starts with a conversation. An explained valuation gives everyone a shared starting point before discussing the options with a notary.
Gather facts before wishes
Identify owners, plots, debts and registered rights. Gather existing documents and everyone’s questions. An explained value provides a common basis for discussion.
Have the options reviewed
Gifting, selling to a relative and inheritance follow different principles. Discuss your circumstances with a notary, including future use and rights you want to retain. Taxes depend in part on canton and family relationship.
Keep a clear record
Record assumptions and points to confirm. A property valuation does not replace succession advice or a personal tax calculation. Keep decisions and documents accessible to authorised people.
Understand what gives your property its value.
Market figures provide context. The visit documents your property. The analysis brings the elements together to explain the assessed value.
Current value is based on documented uses, condition and rights. An extension or conversion project is presented separately with conditions to check. This distinction gives you a clear basis for decisions.
Understand our method