Expertise

Do you have any questions about your retirement or your investments? About your mortgages, your taxes or your estate? Would you like to optimise your company’s pension fund or create a business succession plan? Our specialist articles provide expert answers.

8 Results

Scientific article

Is it worth paying more into your pension fund?

If you make voluntary contributions into your pension fund, you can save a lot on tax and have more money to live off in your old age.

Scientific article

Compulsory insurance in Switzerland

When foreigners move to Switzerland for the first time and work here, they should know what insurance they are required to have by law.

Scientific article

How to save on taxes with your pillar 3a

Anybody who uses their pillar 3a in addition to their OASI and pension fund pillars to save for their old age can deduct contributions from their taxable income.

Scientific article

Tips on buying real estate for foreign workers

There are a number of issues that must be taken into account by foreigners wishing to buy real estate in Switzerland. Buying property is always a major investment, which also involves a certain amount of risk.

Scientific article

Pillar 3a: maximum amount for 2024

Is it worth paying in early in the year? And what’s the best way to invest my pillar 3a money?

Scientific article

Online broker: unique trading platform in Switzerland

Where can you trade securities at a much lower cost than at most other banks?

Scientific article

Vested benefits account: What you need to know

Learn what you need to pay attention to when transferring, investing and withdrawing vested benefits.

Scientific article

Financial investments: what you need to know

Anyone wanting to successfully invest money should adopt a structured approach and first of all, decide on the right investment strategy.