Guide

Maximum Pillar 3a amount in 2021

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

The wave of baby boomer retirements is gathering momentum. What does that mean for younger generations?

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 

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.

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.

Why You Should Never Use a Sample Will

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?

Financial security for every family situation

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

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

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?

"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.

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.