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Do legal heirs inherit Swiss pillar 2 savings held in a vested benefits account in the event of the account holder passing on?
Hi there,
There are special rules governing the inheritance of assets held in Swiss vested benefits accounts. If a vested benefits account holder dies, the assets held in their vested benefits accounts can be claimed by legal heirs in the following priority:
1. Spouse or registered partner of the deceased. Dependent children of the deceased.
2. Individuals who are financially dependent on the deceased. Individual who lived with the deceased in a partnership for at least 5 consecutive years leading up to the death. Individuals who share dependent children with the deceased and care for these dependent children.
3. Non-dependent children of the deceased. Parents of the deceased. Siblings of the deceased.
4. Other legal heirs, as per Swiss inheritance rules.
Best regards from Moneyguru
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