About the Course
Introduction
In a global environment marked by accelerating regulatory change, geopolitical uncertainty, and growing competition among jurisdictions for high-net-worth relocation, this webinar offers a timely overview of the tax and immigration considerations facing U.S., UK, and French residents contemplating a move to Switzerland. Our panel brings together leading advisers in global taxation and mobility planning from Switzerland, the UK, the USA and France to provide a clear, comparative analysis of opportunities, risks, and practical planning pathways.
Description
For internationally mobile families and advisers, Switzerland remains a highly attractive domicile thanks to its political stability, predictable legal system, competitive tax landscape, and strong financial infrastructure. Yet relocating to Switzerland requires careful coordination across multiple jurisdictions. Taxpayers from the USA, UK, and France must account for both exit-related considerations at home and Switzerland’s residence requirements, tax regimes, and treaty networks.
This session explores the strategic use of Switzerland’s tax frameworks – including the lump-sum regime and cantonal incentives – and the interaction with USA, UK, and French tax rules. Speakers will examine how Switzerland’s extensive tax treaties can support tax mitigation, reduce exposure to double taxation, and address risks of continued tax residency or presumed reacquisition abroad.
Participants will also gain practical insights into immigration routes, including residence rights through EU/EFTA citizenship, professional activity, financial independence, and retirement based on close ties to Switzerland. The session concludes with case studies illustrating how integrated tax and immigration planning can safeguard mobility, optimize wealth structuring, and ensure long-term compliance.
Listen as our panel of international tax and immigration attorneys examines integrated tax and immigration strategies for current U.S., UK, and French taxpayers considering moving to Switzerland.
Presented By
Ms. Fernandez-Leenknecht, Founding Partner, LL.M, TEP at Holistik. She is a published author (Wiley) and guest lecturer at the University of Geneva, and regularly contributes to legal, tax, and digital innovation forums. Ms. Fernandez-Leenknecht's work has been featured in expert committees and global platforms such as the Digital Currency Initiative (ITU x Stanford) or the UNO Climate Conference (COP27). Before founding Holistik, she built up the wealth planning and tax services as Director, Wealth Management Switzerland for a leading sustainable private bank. Ms. Fernandez-Leenknecht was also Vice-Chair of the Board and Investment Committee Member of a pension fund managing over USD 1 billion, and project holder in a now-global tech group.
Mr. Lesperance is one of the world’s leading international tax and immigration advisors. He has successfully advised scores of high and ultra high net-worth individuals and their families, many of whom continue to seek his counsel today. In addition Mr. Lesperance has provided pro bono advice to many governments on how to improve their Citizenship by Investment, Residence by Investment or “Golden Visa” type programs to better meet the needs of his global clients. He is supported by a team of professionals, some of whom have worked with him since the early 1990s.
Mr. Master acts for some of the Firm's largest private clients and heads our Private Wealth Sector. He acts for high net worth individuals from across the world, but especially from the Middle East, where he acts for many ruling family members and billionaires – many of whose families have US links. Mr. Master's work for these families includes advising on the establishment of global assets holding structures, family governance projects and global real estate investments. He is a Visiting Professor at the University of Law, a Council Member of the International Academy of Estate and Trust Law, and an International Fellow of the American College of Trust and Estate Counsel. Mr. Master's lectures regularly in the UK and internationally on matters of private client interest. He has been featured in eprivateclient’s 50 Most Influential listing, the definitive listing of leading private wealth lawyers, in 2021, 2022 and 2023. Mr. Master's is admitted to practise in England and Wales.
Mr. Rademacher is a seasoned professional in international wealth transfer planning. He represents ultra-high net worth families and family controlled businesses throughout the world with respect to US federal income, gift and estate tax issues. Mr. Rademacher has been ranked by Chambers High Net Worth as a Leading Lawyer in Private Wealth in Singapore since 2018 and is recommended for his expertise by Legal 500 Asia Pacific 2025. He is also recognized in the Citywealth Leaders List 2025. Mr. Rademacher is a US-qualified lawyer.
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BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.
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BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
Date + Time
- event
Wednesday, February 11, 2026
- schedule
1:00 p.m. ET./10:00 a.m. PT
I. Switzerland as a destination for
A. UK taxpayers
B. U.S. taxpayers
C. French taxpayers
II. Switzerland's tax regimes
III. Expatriating Americans relocating to Switzerland
IV. Immigration strategies
V. Case studies
The panel will cover these and other critical issues:
- Switzerland’s competitive tax regimes and their strategic use for internationally mobile families
- Comparative tax considerations for USA, UK, and French taxpayers relocating to Switzerland
- Key considerations for U.S. persons, including expatriation and long-term compliance
- Practical immigration pathways and residence options
- How tax treaties can mitigate international exposure and manage residency conflicts
- Case studies illustrating planning opportunities and common pitfalls
Learning Objectives
After completing this course, you will be able to:
- Identify key considerations of UK taxpayers relocating to Switzerland
- Determine the nuances of Switzerland's lump sum tax regime
- Decide how significant ties to Switzerland can facilitate relocation
- Ascertain when expatriating U.S. residents are subject to exit tax
- Field of Study: Taxes
- Level of Knowledge: Intermediate
- Advance Preparation: None
- Teaching Method: Seminar/Lecture
- Delivery Method: Group-Internet (via computer)
- Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
- Prerequisite:
Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of international taxation including residency determination, foreign entity classifications, application of treaty benefits, as well as GILTI, Subpart F, and the related Section 250 deductions.
BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.
BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .
