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.
Estate and 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
Taxation of pension assets abroad
What are the tax characteristics of pension assets and pension benefits in the event of a departure from Switzerland in the course of retirement and how do they affect you in practice? ...
The inheritance contract
Estate planning is one of the most sensitive areas of family and inheritance law. Many people assume that a will is enough to clearly record their last wishes and avoid disputes.
The marriage contract: room for manoeuvre and planning security
Many couples find it difficult to think about legal and financial safeguards when starting out in life together. In fact, most married couples in Switzerland forgo a prenuptial agreement and remain ...
The advance care directive
You don't make important decisions at some point, but in good time. In our current series on pension planning, we present the most important measures for various life situations. In the first part, we look at the advance care directive:<br ...
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 ...
FINBERG Compass
You will regularly receive useful guides on all financial topics, checklists for your planning and information on changes to the law.