4 Questions about Swiss mortgages

Hi all,

There’s something I can’t get my head around in Swiss mortgages. Any responses will be appreciated.

So you are buying a house that’s worth 500000CHF.

About %65 of it will be a “forever” interest only mortgage.

Q1: What’s the reason for that? Is it because of the high taxes?

And let’s say in 10 years, the house value is 700000 CHF.

Q2: Will the %65 be recalculated again based on your house value?

Q3: Also is it easy to sell? If yes:

Q4: How much is your profit taxed?

Thank you again for your responses!

Given your location, I can only suggest you do a search. These questions have been asked and answered umpteen times.

Q1: i would say it's not only a matter of taxes. There are different logics, many depends also on you preferences

Q2: no

Q3: yes

Q4: depends on how many year after you bought it and on the kanton

Why would you want to buy a property in a country where you feel unfortunate to have to live in???

Is it Friday already?

Reckon he was late. Probably the hour change.

Where will you find a house in CH for 500K?

Some remote village in the middle of nowhere, with no connection to public transport, I guess.

I am in a remote village, but with brilliant public transport on Swiss side and with great access to our local French town.

But you mentioned several times that houses in your area are not expensive?

Oh yes, but not so many expats around here and even then 500k is a low bar!

Apologies, I should have been a bit more clear.

It’s a flat in Schaffhausen. That’s why the price is reasonable.

The taxes there are higher than Zurich (where I am currently renting) but the prices are significantly lower in Schaffhausen.

There’s obviously some information available by googling but I highly value responses here as most of the time people here know by experiencing things..

Thank you for your responses in advance.

You can also look just across the river at Feuerthalen or Flurlingen. I bought a place (and in fact selling a place) in Flurlingen where prices are similar to Schaffhausen, but taxes are lower.

Q1: What’s the reason for that? Is it because of the high taxes?

Because the banks have managed to convince everyone its a good idea to pay interests to them to lower your taxes and most people happily go along. So you never actually own, you just pay to the bank.

And let’s say in 10 years, the house value is 700000 CHF.

Q2: Will the %65 be recalculated again based on your house value?

Not sure but for sure when interest rate goes up banks will come knocking to ensure you can continue to pay.

Q3: Also is it easy to sell? If yes:

Depends on a million of factors. Where the place is etc. Ask how long its been on the market and it will give you an idea.

Q4: How much is your profit taxed?

Depends where you live and also whether you will immediately buy again, how long after you sell etc.

I have had a few fixed term mortgages with UBS (diffferent terms). We've been under the 65% mark for years - but only when we renewed two years ago and specifically asked for the amortisation to be removed did we stop making any repayments.

For your second question, when we shifted our mortgage from the cantonal bank to UBS, UBS revalued our house - and that's what put us under the 65% mark.

The longer you own the house, the lower the capital gains tax on sale. Additionally if we had sold within the first five years, we'd have had to pay Cantonal stamp duty. As we didn't it has been waived. Further in some Cantons if you sell, you're not taxed if you buy a more expensive house. It's only when you realise profits that you get taxed.

And the 65% is the maximum limit of what is permitted as permanent debt under code of practice. that is, 35% needs to be paid off.

So my understanding from what you are saying is:

Let's say the purchase price is 500000 CHF.

You pay %20 deposit of 100000 CHF

You get 400000 CHF mortgage

House prices go up and your new valuation is 600000

and now you own +%35 of the place as the remaining mortgage amount is less than 400000 CHF

Is this correct?

Very crudely yes, minus or plus a whole lot of notary expenses

Performance and tax arbitrage.

Debt interest is tax deductible, capital gains on securities are tax free. The dividends on stocks, while taxable and thus canceling its tax advantage, may be high enough to finance the debt interest.

So it roughly amounts to free (or very cheap) credit, the gains on which are tax free. On top of that you get the gains on the property, and comparatively low running costs aka "rent".

Yep. My imputed rent is about 1/3 of what it actually would be.