Tax optimisation for Swiss cross-border commuters, individual situation analysis, tax return, withholding tax at source, subsequent ordinary taxation (TOU) and simple adjustment (DRIS).
Taxation for Swiss residents
Tax optimisation for Swiss residents, annual tax return, personalised analysis, deductions for pension planning, professional expenses, training expenses, family charges and mortgage interest.
Pension planning & retirement
Support for pension planning and retirement in Switzerland, analysis of the AHV and BVG, coverage gaps, 3rd pillar A and B, choice of the BVG plan and purchases of additional contribution years.
Insurance
Advice on private and business insurance, portfolio analysis, comparison of coverages, levels of protection and premiums, solutions for vehicles, home, liability and business protection.
Investments & real estate
Support for investments and real estate, project structuring, analysis of investment capacity, financing, integration of the BVG and the 3rd pillar, withdrawal of capital or pledging.
Knowledge
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