Navigation

Navigation

Private Clients - Switzerland

2nd Pillar Tax Benefits

Second Pillar Vested Benefits products offer you various tax advantages.

How You Benefit:

  • The capital and earnings of your vested benefit assets are tax-exempt.
  • The earnings are also exempt from withholding tax, and you don't need to list the capital sum nor the interest in your tax statement.
  • The final capital is generally taxed separately from other income and is subject to a reduced rate.

Taxation if Capital Is Used to Purchase Residential Property

You become liable for tax if you withdraw pension capital early to buy your own home. If you later repay this capital into the account, the tax will be refunded, albeit without interest.

Secondary Content

Advice and Contact

Telephone 0848 880 844 

 

Open now

Purchase Orders & Downloads

We will gladly provide you with copies of our Brochures & Publications free of charge.

Calculation