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  1. Bespoke retirement: Switzerland's four retirement models

    Retirement is a milestone in your professional life. That is why it needs to be planned well. Whether you choose to retire early at 58 or defer retirement until 70, and whether you take a partial retirement in stages or retire upon reaching the AHV retirement age: Learn about the pros and cons of the different retirement models and find out more in informative articles. These will help you find out which retirement model is best suited to your personal situation.

  2. Pension provision in Switzerland: What newcomers need to know about the three pillars

    New to Switzerland? This is how to keep track of your pension provision.

    Are you new to Switzerland? Find out how to use the Swiss pension system comprising state, occupational, and private pension provision correctly, and keep track of it. This will ensure that you are optimally protected in retirement.

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

    Mr. and Mrs. Roduner's working lives are much too exciting to retire. When he reached retirement age, Professor Roduner took on a project in South Africa that may help to save our climate. Hanny Roduner wouldn't dream of giving up her life's work either.

  4. No sample will

    Why You Should Never Use a Sample Will

    Does the coronavirus pandemic have you thinking about creating a last will? These days, you can find sample forms for everything – even wills. However, these generally assume a simple starting point that does not reflect the situation of many testators. And, wills are just part of the estate planning process. Learn what you need to consider during the planning process.

  5. Interview with Désirée von Michaelis, Head of Wealth Planning at Credit Suisse, about inheritance and retirement provision

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

    Désirée von Michaelis deals with questions about inheritance and retirement provision on a daily basis – topics that are closing in under the influence of COVID-19, although many people would prefer to avoid them. In an interview, she explains why it is advantageous to look into these issues as early as possible.

  6. Advance directive – the key terms

    Eight Terms Relating to Advance Directives That You Should Know

    Child and adult protection legislation makes it possible for a legally competent person to set out in advance their wishes and instructions in the event that they lose the capacity to make rational decisions due to an accident, serious illness, or infirmity related to old age. Here you will find the key terms relating to advance directives.

  7. Making a guardianship provision: thinking ahead for your children

    If both parents of a minor child die, or the parent with sole custody dies, CAPA will choose a guardian. By drafting a guardianship provision, parents can make their wishes known for the worst-case scenario.

  8. 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.

    If a person no longer has the capacity to make decisions due to an accident or serious illness, they become dependent on the help of third parties. It is good to have an advance directive, especially during this coronavirus pandemic. Our template will help you to draw up an advance directive by hand.

  9. A revision to the law of succession: a new succession law for Switzerland

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

    The anticipated revision to the Swiss law of succession promises increased self-determination regarding your estate. The current law of succession came into force around 100 years ago and is no longer fit for purpose. We explore the legislative changes planned by the federal government.

  10. Inheritances for single people

    Inheritances without Heirs: What Single People Need to Know

    What happens if an unmarried person dies without having made inheritance arrangements? It was a situation Sonja Keller had to face when her partner died. Left on her own, she took the initiative and realized how much freedom she had for inheritance planning.