Taxes

We support you selectively or comprehensively – tailored to your needs

  • Tax returns
  • Advice on the optimisation of taxes under consideration of the pension fund
  • Advice on property taxation, including deductibility of expenses and property gains taxes
  • Optimisation of the tax burden for heirs

Financial planning

We provide you with an overview of your financial situation – today and in the future

  • Identifying potential for optimization
  • Budgeting and liquidity planning
  • Defining investment and risk preferences
  • Personal and property insurance
  • Financing home ownership: equity, mortgage and amortization thereof
  • Tax-optimized transfer of assets from company to private wealth

Pension planning

We analyze your current situation and elaborate a pension plan that meets your needs and goals

  • Evaluating early retirement
  • Voluntary purchases of pension benefits
  • Pension fund: lump sum or pension
  • Optimal timing for AHV pension
  • Estate planning (advance directive, testament, etc.)
  • Developing strategies to protect your wealth
  • Transparency regarding benefits in case of death and disability
  • Identifying insurance gaps