Switzerland Financial Planning

Financial Planning

Filter Options

Displaying 1- 10 of 123 Articles
Filter:
  1. A revision to the law of succession: a new succession law for Switzerland

    A revision to the law of succession: increased self-determination regarding your estate

    The anticipated revision to the Swiss law of succession promises increased self-determination regarding your estate. The current law of succession came into force over 100 years ago and is no longer fit for purpose. We explore the legislative changes planned by the federal government, which are scheduled to be implemented in 2023.

  2. Swiss taxes: The Swiss tax system explained for newcomers

    Taxes in Switzerland: What you should know about the Swiss tax system when moving here

    Are you thinking about relocating to Switzerland? If so, it's a good idea to start familiarizing yourself with the Swiss tax system before you move. After all, your tax burden may vary based on your place of residence.

  3. Financial security in the event of disability or death

    Financial security for every family situation

    There's nothing worse than an unexpected event that results in disability or even death. To ensure that finances do not cause additional strain in these difficult times, you should not put off financial arrangements for yourself and your loved ones. 

  4. Security for your spouse: What can your family depend on in an emergency?

    Financial stability when it matters most. Security for your children and spouse.

    How can I protect my children and spouse if anything happens to me? It's an important question that married couples must consider. Learn about the benefits paid by your pension in the event of disability, and how a widower's/widow's pension and survivors' pension guarantee financial stability for your family in the event of your death. 

  5. Pension Provision for Cohabiting Couples

    Providing financial protection for a cohabiting partner: Special rules apply in the case of cohabitation.

    Financial security for disability or death is particularly important in the case of cohabitation because the law does not provide a safety net for your partner. Read here how you can protect your cohabiting partner and what benefits are available to cohabiting partners under the AHV and pension fund

  6. Disability: Disability pension offsets lost earnings

    What are singles entitled to in the event of disability?

    Are you financially secure if you fall ill and can no longer work? It's an important question that singles should ask themselves. When are you entitled to a disability pension if you are unable to work, and who would receive benefits from the AHV and pension fund in the event of your death? 

  7. Pension provision in a registered partnership

    Security for your life partner. What same-sex couples need to know.

    Under a registered partnership, same-sex couples can live together and take responsibility for one another. But what if one partner dies or is no longer able to work due to illness? Read about the benefits from your pension plan in the event of disability or death.

  8. Real estate holding: Properly holding real estate and optimizing taxes

    Holding real estate: Take advantage of optimization potential

    What is the most expedient form, from a tax perspective, for holding real estate? Private real estate investors often ask themselves this question. Find out which factors must be taken into account and how Credit Suisse supports you in this.

  9. Optimizing taxes by planning ahead

    Optimizing taxes. Reducing your tax burden with good planning.

    Distinctions among the cantons including major differences in tax burdens: It can be challenging to stay on top of taxes in Switzerland. So it's even more worthwhile to use comprehensive tax planning aimed at optimizing taxes.

  10. Employee participation: Things to consider for taxation

    Employee participation as compensation: Here are the tax implications.

    Employee participation is highly popular in Switzerland as a means of motivating, compensating, and retaining employees. Find out what alternatives exist aside from employee shares and how they are taxed.