Services · Private tax advisory
From the tax return to wealth planning, a guide that truly knows Ticino. We support individuals from Mendrisio, Lugano and Baar, since 1982, with discretion.
For individuals
02
Who it's for
For individuals, families and professionals resident in Ticino, for those working as cross-border workers and for those considering moving to Switzerland. Different situations, with the same need: paying the right amount, compliant, without missing opportunities.
We support you with clear language and a dedicated point of contact. No generic forms: an analysis of your personal situation, choices clearly explained and a relationship that lasts over time.
Proper planning does not stretch the rules. It uses the room the law provides.
What we do
Return, optimisation, succession, relocation. Distinct areas that we manage together, because your personal taxation is one.
Preparation of the annual tax return, gathering and organisation of the documents, review of the tax assessments, calculation of advance payments and management of payments. You sign and stay relaxed: we take care of the details, meeting all deadlines.
Good planning does not mean stretching the rules, but correctly using the room the law provides. Income, deductions, pension provision, wealth: legitimate choices to reduce the tax burden, always explained with their advantages and limits.
Organising the transfer of wealth in good time means protecting what you have built and giving peace of mind to your family. A strategy consistent with your wishes and the applicable rules, also when there are elements between Italy and Switzerland.
Moving to Switzerland affects taxes, pension provision and wealth and must be prepared before the move. Analysis of your situation, choice of timing and arrangements, coordination between the Italian and the Swiss side to avoid mistakes and double taxation.
Why Fidav
We do not sell separate services. We bring continuity, method and confidentiality into a single relationship that grows over time.
01
Forty years in Mendrisio. We know the situations of those living between Italy and Switzerland, because we follow them every day.
02
The person who takes you on is the one who follows you. Also on WhatsApp, with quick replies.
03
Your data and information about your wealth are handled with the utmost confidentiality, in line with Swiss standards.
04
Documents exchanged securely, deadlines monitored, a streamlined process. No unnecessary bureaucracy, no paper getting lost.
Fiduciary since
Years alongside individuals and families
Active clients in Ticino
Mendrisio · Lugano · Baar
Frequently asked questions
Have a specific case you do not see here? Message us on WhatsApp: we reply within the day.
In general, anyone resident and taxed in the ordinary regime in Canton Ticino is required to file a tax return. Those subject to withholding tax may also, in certain situations, have to file a return or request a correction. We check your status and take care of the entire return, from gathering documents to filing it.
Yes, through proper tax planning and in full compliance with the law: deductions, pension provision, the structure of your wealth and timing can all affect the tax due. We analyse your personal situation and identify the optimisation opportunities that genuinely apply to your case, without forcing anything, explaining the advantages and limits of each choice.
Relocating your residence to Switzerland has effects on taxes, pension provision and wealth that must be assessed before the move. We support you in analysing your situation, choosing the right timing and arrangements and coordinating between the Italian and the Swiss side, so you avoid mistakes and double taxation.
Estate planning allows you to organise the transfer of your wealth in good time, reducing uncertainty and burdens for your heirs. We help you assess your asset and family situation and set up a strategy consistent with your wishes and the applicable rules, including in cross-border Italy–Switzerland situations.
For cross-border workers we handle the verification of the withholding tax, any correction request and the coordination with Italian taxation to avoid double taxation. It is a specific area that we cover in detail on the dedicated page about cross-border workers and withholding tax.
Let's talk
Thirty minutes are enough to understand your situation and let you know how we can help. No commitment, with full discretion.
Quick request
