Few people in Switzerland plan their inheritance in good time
Published: Tuesday, Dec 10th 2024, 09:10
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The topic of inheritance is often not addressed in good time in Switzerland. According to a survey by Raiffeisen Switzerland, only a few people plan their inheritance concretely and in good time.
"Most people only deal with inheritance when they are confronted with it themselves," according to a study published on Tuesday. Most descendants do not usually receive an inheritance until they are over 50.
An inheritance is therefore usually a late windfall, which also means that a good third choose the next but one generation, i.e. their grandchildren, as beneficiaries.
In general, however, most people are rather late with their inheritance planning. According to the Raiffeisen survey, only 46% of 51- to 79-year-olds have already settled their estate.
Advance withdrawal remains a pipe dream
Many of those surveyed would prefer an early settlement. More than a third of 18 to 30-year-olds stated that they would even favor an advance withdrawal. Half of them would use the advance withdrawal for real estate.
According to the survey, enabling the purchase of an apartment or house with the inheritance also corresponds to the wishes of the testators. However, only 17% of respondents want to grant their descendants an advance inheritance. In fact, most of them only want to pass on their assets after their death.
According to the information provided, 1,151 people were interviewed for this survey conducted by Raiffeisen Switzerland and the ZHAW School of Management and Law.
©Keystone/SDA
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