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Financial Planning and Pension Provision

Guide

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

02.01.2023

  • Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a? 
    02.01.2023
  • Retirement provision for women – special characteristics and challenges
    Retirement provision for women – special characteristics and challenges
    27.02.2023
  • Transferring home ownership. Pass on a property during your lifetime.
    Transferring home ownership to the children – what needs to be taken into account.
    08.12.2021
  • BVG reform. The changes that are needed.
    27.04.2023
Go To Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a?  Go To Retirement provision for women – special characteristics and challenges Go To Transferring home ownership to the children – what needs to be taken into account. Go To BVG reform. The changes that are needed.

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Pension provision

  • Pillar 3a: Save on tax
    How Big Are the Actual Tax Savings in Your Region Thanks to Pillar 3a?
    25.07.2023
  • Retirement provision in Switzerland: What's the situation with the pension system?
    Retirement provision in Switzerland. The essentials at a glance.
    27.04.2023
  • Life Plan advice for everything that matters in life
    Having a good plan. At every stage of life.
    21.04.2023
  • Pension provision in the event of divorce: protecting both partners
    Pension provision in the event of divorce. Maintaining financial independence.
    20.04.2023
  • Rocco Baldinger, Credit Suisse: Opening several Pillar 3a accounts can have tax benefits.
    Open several Pillar 3a accounts and possibly save taxes as a result
    18.04.2023
  • Retirement provision for women – special characteristics and challenges
    Retirement provision for women – special characteristics and challenges
    27.02.2023
  • Retirement planning for young people: How best to save when young
    Early pension planning? Sure thing! The best tips for young adults.
    02.01.2023
  • Pillar 3a: Start early and consistently make deposits
    Paying into Pillar 3a is worthwhile. Even bit by bit.
    02.01.2023
  • Voluntary pension provision buy into pension fund or pillar 3a
    Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a? 
    02.01.2023
  • Maximum contributions to tied pension provision for self-employed persons
    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?
    01.01.2023
  • Understand your pension fund statement, pension certificate
    How to understand your pension fund statement
    01.01.2023
  • Learn more on the topic of Pension provision
    Find all the articles here

Retirement

  • AHV 21: These are the most important changes
    AHV 21 reform: The main changes as of January 1, 2024
    27.04.2023
  • BVG reform. The changes that are needed.
    27.04.2023
  • The maximum AHV pension for married couples is 150% of the maximum pension for individuals.
    Maximum AHV pension: That's what counts
    02.01.2023
  • BVG conversion rate: How the conversion rate determines the BVG pension
    What is the conversion rate?
    02.01.2023
  • Normal retirement: How to take your retirement
    Taking normal retirement. What you need to do.
    01.01.2023
  • Deferred retirement: postpone your BVG and AHV pension
    Deferred retirement. Why it pays off.
    01.01.2023
  • Bespoke retirement: Switzerland's four retirement models
    01.01.2023
  • Partial retirement: Key facts on staggered retirement
    Leave the world of work step-by-step with partial retirement. 
    01.01.2023
  • Switzerland's 3-pillar model
    Pension savings in Switzerland. The three-pillar principle explained in simple terms.
    09.05.2022
  • Early retirement: Planning for early retirement
    Early retirement: Can I afford to retire early? 
    15.09.2020
  • Lump-sum payout tax: There are considerable differences between the cantons when it comes to taxes on lump-sum payouts.
    Lump-sum payout tax: Seven things you should know long before retirement
    24.07.2020
  • Learn more on the topic of Retirement
    Find all the articles here

Inheritance

  • Revision of inheritance law: A new inheritance law for Switzerland
    Revision of inheritance law: More self-determination regarding your estate
    01.01.2023
  • Inheritance and the compulsory portion: An explanation of succession law in Switzerland
    The compulsory portion under Swiss succession law
    01.01.2023
  • Bequeathing for single people
    Bequeathing without heirs: What single people need to know
    01.01.2023
  • Testament and Disposal of Estate.
    Estate planning. Regulations and options.
    01.04.2022
  • The key points of creating your personal will
    Creating your personal will. The most important points.
    01.04.2022
  • Inheritance in Switzerland: Planning inheritance after relocating to Switzerland
    Relocating to Switzerland: What does it mean for inheritance?
    20.01.2022
  • Transferring home ownership. Pass on a property during your lifetime.
    Transferring home ownership to the children – what needs to be taken into account.
    08.12.2021
  • The right way to inherit. Preserving family value. 
    30.08.2021
  • An advancement, a gift, or a loan? What you need to know.
    24.06.2020
  • Pillar 3a legacy and beneficiaries in the event of death pursuant to the law of succession and devolution of an estate
    What Happens to the Third-Pillar Funds When the Possessor Dies?
    17.01.2017
  • Erbschaftssteuer und Schenkungssteuer
    Inheritance and Gift Taxes - 12 Things You Need to Know
    28.11.2016
  • Learn more on the topic of Inheritance
    Find all the articles here

Peace of mind for you and your family

  • Financial security: Thanks to income replacement insurance and other benefits
    Financial security for you and your family
    16.06.2023
  • Making guardianship provisions – thinking ahead for your children
    Making a guardianship provision: thinking ahead for your children
    15.05.2023
  • Advance directives and living wills: Self-determination in every life situation
    Self-determination in every life situation. Thanks to advance directives and living wills.
    18.03.2022
  • Advance directive: Download a sample and draw it up by hand
    Use a sample to draw up an advance directive. Set out your own wishes.
    22.04.2020
  • Advance directive – the key terms
    Eight Terms Relating to Advance Directives That You Should Know
    22.04.2020
  • Self-Determination Instead of External Determination
    Self-Determination Instead of External Determination: The Advance Directive
    22.04.2020
  • Widow's Pension if I Remarry
    Do I Lose My Entitlement to a Widow's Pension if I Remarry?
    28.03.2017
  • conservatorship and investment what a conservator needs to know
    Investments for Protected Persons: What a Conservator Needs to Know
    20.12.2016
  • Advance Directive for Entrepreneur
    Advance Directive for Entrepreneur
    12.12.2016

Taxes

  • Compare taxes in Switzerland: Income and wealth taxes on natural persons
    Swiss canton and municipality tax rankings: Here’s how much natural persons pay
    03.07.2023
  • Tipps zur Steuererklärung: einfach und effektiv Steuern sparen
    Save on taxes effectively. Use these tips to complete your tax return.
    09.02.2023
  • Change of domicile after retirement
    Moving house after retirement – things to consider
    07.07.2022
  • Company valuation: Calculating with the new capitalization rate
    Valuation of unlisted companies for tax purposes. Eight questions and answers.
    20.05.2022
  • Expenditure-based tax: What you need to know as a foreign taxpayer
    Expenditure-based tax: What you need to know
    20.08.2021
  • Swiss taxes: The Swiss tax system explained for newcomers
    Taxes in Switzerland: What you should know about the Swiss tax system when moving here
    08.06.2021
  • Real estate holding: Properly holding real estate and optimizing taxes
    Holding real estate: Take advantage of optimization potential
    28.04.2021
  • Optimizing taxes by planning ahead
    Optimizing taxes. Reducing your tax burden with good planning.
    16.03.2021
  • Employee participation: Things to consider for taxation
    Employee participation as compensation: Here are the tax implications.
    16.03.2021
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