Guide

Retirement planning for every stage of life.

Leaving Switzerland. What happens to old age and survivors' insurance, pension funds, and tied pension provision.

AHV Contribution Gaps – Everything You Need to Know

Purchasing pension benefits: fill gaps and save taxes

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

Multiple jobs: What you need to know about your pension fund 

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

What You Need to Know About the 3rd Pillar 

Applying for and paying taxes on foreign pensions: What to do

Maximum Pillar 3a amount in 2020

Securities-based savings: Pillar 3a funds provide the following benefits

Retirement provision study: Who will be able to afford to retire early in the future?

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?

"I'll take early retirement when I'm 75."

Deferred retirement. Why it pays off.

Taking normal retirement. What you need to do.

The compulsory portion under Swiss succession law

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

Why You Should Never Use a Sample Will

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

Inheritances without Heirs: What Single People Need to Know

How to Write a Will. The 12 Most Important Tips.

Sample Calculation: Inheriting a Property

Eight Terms That You Should Know to Do with Inheritance

Inheritance Planning – Better Not Wait until Later

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

What Must Everyone Consider in Their Estate Planning?

"Women tend to take care of inheritance issues while men are more likely to be in charge of retirement provision."

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

Protecting your own interests. The adult protection law promotes autonomy.

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

What Is the Best Way to Help Children with the Purchase of Residential Property? 

Do Not Leave Your Family to Fate