Ludwig + Partner Ltd. > Basel, Switzerland > Firm Profile

Ludwig + Partner Ltd.
ST ALBAN-VORSTADT 110
4052 BASEL
Switzerland

Email firm Visit website 41 61 204 02 02 41 61 204 02 22

Switzerland > Tax Tier 3

Boutique firm Ludwig + Partner Ltd. is ‘knowledgeable, responsive, and creative’ in finding solutions for high net-worth individuals, entrepreneurs, and companies in a range of domestic and international tax matters. Hubertus Ludwig

covers domestic and international tax law. Thomas Ziegler's practice covers restructuring, investment projects, financial market-related tax issues and real estate projects. Beatrice Van der Haegen has a special focus on settlements, succession planning, and restructuring. Daniel Dillier advises companies and private individuals on various tax issues. Karolina Dobry Oesch supports the team with her knowledge on inheritance law, estate planning, matrimonial property, and succession planning.

Hall of Fame

Hubertus Ludwig

– Ludwig + Partner Ltd.

Practice head(s):

Hubertus Ludwig

Other key lawyers:

Thomas Ziegler; Beatrice Van der Haegen; Daniel Dillier; Karolina Dobry Oesch

Testimonials

‘The practice certainly has strengths in legal and tax optimised structuring. It is unique in that the relevant know-how is available for both private individuals and companies at the same time. In the development of the staff and the expansion of the law firm, attention is paid to quality and only employees who will take the law firm forward and expand the know-how are hired.’

‘The experience of the staff and the level of contact with tax authorities is unique. In a small country like Switzerland, this is almost “priceless”!’

‘L&P is THE tax specialist in Switzerland for enterprises, foundations and private individuals, with excellent contacts to the tax authorities.’

‘Very knowledgeable, responsive and creative in solutions.’

‘The client service level is constantly high. We appreciate their reliability, customer focused advice, and broad tax knowledge. Because of the clear core competence and expertise, we know exactly when to hire them.’

‘Thomas Ziegler: I appreciate his calm working attitude, his pragmatic and analytical approach and goal oriented but realistic thinking. He always presents different solutions for problems while explaining the implications of each solution, but without pushing you in one direction.’

‘The team is very reliable, always attainable and brings high attention to details and fast solutions. The cooperation is very satisfactory.’

‘Hubertus Ludwig has a dense network into the public administration (tax authorities) and his partners are very skilled in their special fields. Strong communication.’

Key clients

Bethesda Hospital and Age Care Group

University Hospital, Basel

Work highlights

Firm overview: Ludwig + Partner is a boutique commercial law firm with strong focus on national and international tax planning, real estate structuring and corporate law.

The firm was established by four partners in 2011 who used to work together in the tax team of a major Swiss law firm in Basel. All tax partners have a “big 4” background.

The firm is built on continuity – both for client relationships as well as for employees. Using long-term relationships, the team members obtain experience from which the clients profit daily; because good solutions are simple and pragmatic. To be able to find them is the teams’ daily challenge.

The team consists of 13 professionals and 6 assistants. 8 of the professionals are admitted attorneys at law and 5 thereof Certified Tax Experts; The firms’ competence in the fields of law and tax is strengthened by an admitted civil law notary and a chartered accountant. The team is not only able to design tax efficient structures but also to implement and maintain them.

All our tax experts daily advise clients in various areas of tax law and have their individual focus and specializations. However, they are also all daily involved in the field of commercial law. This duality is intended because the clients can profit from the interdisciplinary knowledge and comprehensive optic which defines the firms’ advice.

Ludwig + Partner Ltd. offers comprehensive advice in the fields of tax and commercial law, on a high level at fair local conditions.

Tax law national: The tax experts of Ludwig + Partner Ltd. assist their clients in the sale and acquisition of companies, optimise the tax burden in national and international groups and plan reorganisations such as spin-offs, mergers, conversions and succession regulations. To do this the team members also always include the tax concerns of investors and their employees in their considerations. Where necessary all professionals negotiate with tax authorities and obtain binding tax rulings. Everyday business includes also demanding tax adjustments, obtaining tax holidays, negotiation of tax privileges or optimisation in calculating participation exemptions. Moreover the firm also represents clients in tax disputes involving complicated facts.

Tax law international: The firm supports international companies in particular with inbound and outbound structures as well as the establishment of international financing structures, especially for acquiring real estate. From assisting various international clients the team members have well established contacts with professionals in different countries.

Value added tax: Value added tax is subject to continual change. Nevertheless clients receive current practical and understandable answers to their questions relating to value added tax. To avoid legal uncertainties in advance the team members contact the responsible authorities and arrange for binding rulings. The team prepares complete concepts to structure national as well as cross border business processes and supports in their implementation.

Real estate: Clients can build on the firm’s competence in all steps of the investment cycle in real estate. The team members have many years of broad experience in the tax and legal representation of institutions as well as sellers and purchasers in the real estate business. Client base reaches from domestic and foreign traded companies to private individuals who the firm comprehensively advises in portfolio transactions on the acquisition or sale of individual objects. In addition the team assists investors in the acquisition or sale of real estate companies and in the financing or refinancing of real estate investments.

Corporate and commercial/notarial services: Our corporate and commercial law practice and notarial services are available to the clients for advice, planning and implementation of company and foundation occurrences, tailor made marital and inheritance planning, including last will and testaments and estate planning as well as regulations for succession for business or real estate companies. Also reorganisations, changes in capital, liquidation and modification of corporate and commercial register matters for clients belonging to the notary services. The notary also assists in real estate transactions in the greater Basel area.

Department	Name	Email	Telephone
Tax and international tax planning	Dr Hubertus Ludwig	hubertus.ludwig@ludwigpartner.ch	+41 61 204 02 10
Tax and international tax planning	Thomas Ziegler	thomas.ziegler@ludwigpartner.ch	+41 61 204 02 20
Tax and international tax planning	Daniel Dillier	daniel.dillier@ludwigpartner.ch	+41 61 204 02 40
Tax and international tax planning	Dr Beatrice Van der Haegen	beatrice.vanderhaegen@ludwigpartner.ch	+41 61 204 02 50
Value-added tax	Angelina Sulzer	angelina.sulzer@ludwigpartner.ch	+41 61 204 02 51
Real estate and construction	Thomas Ziegler		+41 61 204 02 20
Real estate and construction	Daniel Dillier		+41 61 204 02 40
Corporate and commercial	Karolina Dobry Oesch	karolina.dobry@ludwigpartner.ch	+41 61 204 02 60
Corporate restructuring	Dr Hubertus Ludwig		+41 61 204 02 10
Corporate restructuring	Thomas Ziegler		+41 61 204 02 20
Corporate restructuring	Daniel Dillier		+41 61 204 02 40
Corporate restructuring	Dr Beatrice Van der Haegen		+41 61 204 02 50
Banking and finance	Thomas Ziegler		+41 61 204 02 20
Shipping and transport	Daniel Dillier		+41 61 204 02 40
Notarial services	Karolina Dobry Oesch		+41 61 204 02 60

Name	Position	Profile
István Bojt	Associate lawyer	View Profile
Karolina Dobry Oesch	Partner	View Profile
Dr Hubertus Ludwig	Partner	View Profile
Dr Beatrice Van der Haegen	Partner	View Profile
Mr Oliver Wamister	Associate	View Profile
Mr Thomas Ziegler	Partner	View Profile