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Pension provision
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Myths and misconceptions about pension provision: An overview
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Maximum Pillar 3a amount in 2024
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Multiple jobs: What you need to know about your pension fund
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AHV contribution gaps – everything you need to know
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Purchasing pension benefits: fill gaps and save taxes
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"For every year of early retirement, you need 18 months of your annual salary."
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Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a?
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Identifying, avoiding, and closing pension gaps early on
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Retirement provision in Switzerland. The essentials at a glance.
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How Big Are the Actual Tax Savings in Your Region Thanks to Pillar 3a?
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Having a good plan. At every stage of life.
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Learn more on the topic of Pension provisionFind all the articles here
Retirement
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AHV 21: What changes will the reform bring?
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Payout of pension fund assets. When is early withdrawal possible and how can you request it?
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What is the conversion rate?
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Lump-sum payout tax: Seven things you should know long before retirement
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BVG reform. The changes that are needed.
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Bespoke retirement: Switzerland's four retirement models
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Taking normal retirement. What you need to do.
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Deferred retirement. Why it pays off.
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Leave the world of work step-by-step with partial retirement
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Maximum AHV pension: That's what counts
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Pension savings in Switzerland. The three-pillar principle explained in simple terms.
Inheritance
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Myths and misconceptions about pension provision: An overview
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Revision of inheritance law: More self-determination regarding your estate
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The compulsory portion under Swiss succession law
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Bequeathing without heirs: What single people need to know
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Estate planning. Regulations and options.
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Creating your personal will. The most important points.
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Relocating to Switzerland: What does it mean for inheritance?
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Transferring home ownership to the children – what needs to be taken into account.
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The right way to inherit. Preserving family value.
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An advancement, a gift, or a loan? What you need to know.
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What Happens to the Third-Pillar Funds When the Possessor Dies?
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Learn more on the topic of InheritanceFind all the articles here
Peace of mind for you and your family
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Financial security for you and your family
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Making a guardianship provision: thinking ahead for your children
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Self-determination in every life situation. Thanks to advance directives and living wills.
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Use a sample to draw up an advance directive. Set out your own wishes.
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Eight Terms Relating to Advance Directives That You Should Know
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Self-Determination Instead of External Determination: The Advance Directive
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Do I Lose My Entitlement to a Widow's Pension if I Remarry?
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Investments for Protected Persons: What a Conservator Needs to Know
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Advance Directive for Entrepreneur
Taxes
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Swiss canton and municipality tax rankings: Here’s how much natural persons pay
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Save on taxes effectively. Use these tips to complete your tax return.
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Moving house after retirement – things to consider
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Valuation of unlisted companies for tax purposes. Eight questions and answers.
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Expenditure-based tax: What you need to know
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Taxes in Switzerland: What you should know about the Swiss tax system when moving here
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Holding real estate: Take advantage of optimization potential
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Optimizing taxes. Reducing your tax burden with good planning.
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Employee participation as compensation: Here are the tax implications.