Because complex decisions require orientation
personal - individual - independent
When life circumstances change, places of residence move and assets are moved, new financial, tax and pension law issues arise. A holistic and independent Financial and pension planningcombined with forward-looking Tax consultancyand more structured Pension and estate planning creates clear orientation.
Our approach combines these areas into an overall picture. For decisions that provide security and foresight along the way.
News
Retrospective contributions to Pillar 3a with a B-permit
From 2026 onwards, it will be possible for the first time to rectify the gap from 2025. But can you still take advantage of this option if you did not submit a tax return at all in the year of the gap?
…
Purchase of a property in Switzerland with a B and C permit
Switzerland is one of the most attractive property markets in Europe. Stable values, legal security and a high quality of life attract thousands of international professionals every year. Many people with a B or C permit ...
Unlimited retirement - benefits from the AHV
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 abolition of the imputed rental value and the impact on your tax and pension planning
The discussion about the abolition of the imputed rental value has been on the minds of homeowners for years. The decision to abolish the imputed rental value now raises the question of how this change will affect ...
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.
It starts with responsibility. Trust that remains.
Your partner in Basel and the region