Guide

How Big Are the Actual Tax Savings in Your Region Thanks to Pillar 3a?

Retirement provision in Switzerland. The essentials at a glance.

Having a good plan. At every stage of life.

Pension provision in the event of divorce. Maintaining financial independence.

Open several Pillar 3a accounts and possibly save taxes as a result

Retirement provision for women – special characteristics and challenges

Early pension planning? Sure thing! The best tips for young adults.

Paying into Pillar 3a is worthwhile. Even bit by bit.

Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a? 

How Much Are Self-Employed Persons Allowed to Pay into Tied Pension Provision If They Set Up Their Own Business during the Course of a Year?

How to understand your pension fund statement

AHV 21 reform: The main changes as of January 1, 2024

BVG reform. The changes that are needed.

Maximum AHV pension: That's what counts

What is the conversion rate?

Taking normal retirement. What you need to do.

Deferred retirement. Why it pays off.

Bespoke retirement: Switzerland's four retirement models

Leave the world of work step-by-step with partial retirement. 

Pension savings in Switzerland. The three-pillar principle explained in simple terms.

Early retirement: Can I afford to retire early? 

Lump-sum payout tax: Seven things you should know long before retirement

Revision of inheritance law: More self-determination regarding your estate

The compulsory portion under Swiss succession law

Bequeathing without heirs: What single people need to know

Estate planning. Regulations and options.

Creating your personal will. The most important points.

Relocating to Switzerland: What does it mean for inheritance?

Transferring home ownership to the children – what needs to be taken into account.

The right way to inherit. Preserving family value. 

An advancement, a gift, or a loan? What you need to know.

What Happens to the Third-Pillar Funds When the Possessor Dies?

Inheritance and Gift Taxes - 12 Things You Need to Know

Financial security for you and your family

Making a guardianship provision: thinking ahead for your children

Self-determination in every life situation. Thanks to advance directives and living wills.

Use a sample to draw up an advance directive. Set out your own wishes.

Eight Terms Relating to Advance Directives That You Should Know

Self-Determination Instead of External Determination: The Advance Directive

Do I Lose My Entitlement to a Widow's Pension if I Remarry?

Investments for Protected Persons: What a Conservator Needs to Know

Advance Directive for Entrepreneur

Swiss canton and municipality tax rankings: Here’s how much natural persons pay

Save on taxes effectively. Use these tips to complete your tax return.

Moving house after retirement – things to consider

Valuation of unlisted companies for tax purposes. Eight questions and answers.

Expenditure-based tax: What you need to know

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

Holding real estate: Take advantage of optimization potential

Optimizing taxes. Reducing your tax burden with good planning.

Employee participation as compensation: Here are the tax implications.