Tax Optimization
The two certainties of life, death and taxes! When you reach the peak of your career, your tax liability is also likely at its peak. To optimize taxes, utilize tax advantaged savings accounts, such as your pensions, and consider tax efficient investments for your liquid assets.
Learn more
Employee Benefits
Your rewards from employment can consist of so much more than just a salary. Pension contributions and the different levels available, stock saving plans and long term stock incentives can all be difficult to assess and understand the implications for your finances. Reviewing these assets against your own goals and risk tolerance, is essential planning for your future.
Learn more
Redundancy
Whether planned or not, losing a job in the mature stages of your career can be unsettling. Although challenging, you need to consider the options with regards to your employee benefits built up and any termination package you’re due to receive. Consider the tax implications and options available, particularly in respect to your pensions.
Learn more
Unsure where to start?
Let's figure it out
Navigating the Swiss financial system can be tricky, but that’s what we’re here for! Kindly submit your contact information and we’ll get back to you.
