Financial and pension planning
Your standard of living deserves more than one-size-fits-all solutions.
Because your life is not run-of-the-mill, neither should your planning be. We work individually, personally and with a standard that suits you.
Tax consultancy
Not everything that is complicated has to stay that way.
Tax issues often arise when life changes. When assets are moved, residences are relocated and living conditions are reorganised. This is when you need advice with an eye for the big picture.
Pension planning
The important decisions are not made at some point, but in good time.
Precaution is not a sign of concern, but of foresight.
It means maintaining control, taking responsibility and making life easier for others when it counts.
News
Commuting between two worlds - International weekly resident
Shuttling between two worlds without really arriving. International weekly residents lead a life of balancing acts. What sounds like freedom and a career opportunity for some can be an emotional burden, constant adjustment and ...
Cohabitation - taxes, property, inheritance and pensions
Cohabitation is not legally regulated in Switzerland and offers contractual freedom. However, it brings with it tax and legal challenges. As an alternative to marriage, it requires individual safeguards ...
What will change in 2025?
The most important changes in 2025 with regard to AHV, occupational pensions, tied pillar 3a and other relevant changes for your personal financial planning.
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Who receives my money from the pension fund, 3a account, or vested benefits account in the event of death?
It is well known that knowledge about one's own pension assets from the second pillar is often only superficial. However, at the latest when it comes to the possibilities under pension law with regard to the ...
The vested benefits account and vested benefits credit balance for cross-border commuters and expats
Home ownership in old age, sell or keep?
The most frequently cited reason for staying in a large detached house is that a rented flat would be more expensive! Whether this prejudice is actually true when you look at the overall situation, what advantages and disadvantages the two variants ...
FINBERG Compass
You will regularly receive useful guides on all financial topics, checklists for your planning and information on changes to the law.