Children’s Education

Give them the best start in life

Financial planning for your children's future

  • Tax Optimisation

    From seemingly simple tax returns, to solving double taxation issues, and navigating Swiss investment taxation, our international tax specialist partners will guide you through everything you need to optimise your taxes.

  • Retirement Planning

    By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

  • Children’s Education

    Through careful financial planning it is possible to give your children the best start in life - and there's no better time than now.

  • Estate Planning

    We can provide you guidance and advice on the most tax-efficient approaches to your estate to maximise your family’s inheritance when the time comes.

Children’s Education

The next generation is often an individual’s greatest investment. More time, energy and resources can go into our children than any other asset we have – whether that means a good education, the ability to start their own business, or a deposit for their first home.

For future generations, competition to succeed will be fiercer than ever before. Worldwide, higher education fees are at record highs, the level of education required to get a job is getting ever higher, property prices are increasing, and for budding entrepreneurs, the capital required to set up a new business is far higher than for previous generations.

Through careful financial planning it is possible to give your children the best start in life - and there's no better time than now. 

By taking stock of what you're currently putting aside (or hoping to start saving) and looking at cost expectations for the future, you can accurately determine what action you need to take to provide the best start to adulthood for your children. 

We have access to, and provide advice on, specialist tax-free products for this purpose – including capital guaranteed options. Our clients see an average of 3-6% return annually on their investments in this category - and with expert management, they provide an unrivalled opportunity. 

If for any reason, your children no longer need or want the funds you've set aside, you can always transfer your investment into your retirement fund.  

Children’s Education

How much do you need to retire?

Your current situation
CHF
CHF
CHF
CHF
Your targets
  • Estimated tax rate15%
  • Average Inflation Rate1.5%
  • Rate of Return at Retirement5%
  • Max. First Pillar Income (2021)CHF: 28680
  • Max. Years44
You will have
CHF:
You will need
CHF:

Disclaimer: the calculation above is for illustrative purposes only. For a tailored assessment of your exact circumstances, please contact us.

How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?