Guide

Reforms in the Swiss pension system are overdue.

Identifying, avoiding, and closing pension gaps early on

AHV contributions from gainfully employed persons: Contribution rates and payment obligation.

AHV contributions: How much do unemployed persons pay?

Retirement provision in Switzerland. The essentials at a glance.

Pension study 2022: Configuration options for retirement provision

Retirement provision for women – special characteristics and challenges

Everything you need to know about Pillar 3a. Simply explained.

Maximum Pillar 3a amount in 2022

Marriage vs. cohabitation. What difference does it make to pension provision?

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

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

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

Early retirement: Can I afford to retire early? 

Bespoke retirement: Switzerland's four retirement models

Maximum AHV pension: That's what counts

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

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

Payout of pension fund assets. When is early withdrawal possible and how can you request it?

What is the conversion rate?

Deferred retirement. Why it pays off.

Taking normal retirement. What you need to do.

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. 

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

The compulsory portion under Swiss succession law

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

Inheritances without Heirs: What Single People Need to Know

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

Inheritance and Gift Taxes - 12 Things You Need to Know

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

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

Financial security for every family situation

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

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

What are singles entitled to in the event of disability?

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

Making a guardianship provision: thinking ahead for your children

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?

Moving house after retirement – things to consider

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

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

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.