Am I paying more tax than necessary?

Optimising your taxes sounds boring and complicated. Usually, however, it is actually easier than it sounds – and more than anything, it pays off. Clever tax planning can, in many cases, save thousands of francs on income and wealth tax. The potential to save taxes is particularly significant upon retirement, as your whole tax situation will change. You may also be liable for inheritance or gift tax if you do not optimise your tax situation in good time.