When life circumstances change, places of residence move and assets are moved, new financial, tax and pension law issues arise. A holistic and independent Financial and pension planningcombined with forward-looking Tax consultancymore structured Pension and estate planning and Fiduciary servicescreates clear orientation.
Our approach combines these areas into an overall picture. For decisions that provide security and foresight along the way.
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Unlimited retirement - benefits from the AHV
What are the tax characteristics of Pension assets and pension benefits in the event of a departure from Switzerland in the course of retirement and how do they affect you in practice?
The abolition of the imputed rental value and the impact on your tax and pension planning
The discussion about the abolition of the imputed rental value has been on the minds of homeowners for years. The decision to abolish the imputed rental value now raises the question of how this change will affect ...
Taxation of pension assets abroad
What are the tax characteristics of pension assets and pension benefits in the event of a departure from Switzerland in the course of retirement and how do they affect you in practice? ...
The inheritance contract
Estate planning is one of the most sensitive areas of family and inheritance law. Many people assume that a will is enough to clearly record their last wishes and avoid disputes.
The marriage contract: room for manoeuvre and planning security
Many couples find it difficult to think about legal and financial safeguards when starting out in life together. In fact, most married couples in Switzerland forgo a prenuptial agreement and remain ...
The advance care directive
You don't make important decisions at some point, but in good time. In our current series on pension planning, we present the most important measures for various life situations. In the first part, we look at the advance care directive:<br ...
What our customers say ...
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