Estate Planning

Protect your loved ones, no matter what

Estate planning services

  • 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.

Estate Planning

Most of us don’t expect to die before our time, and certainly not without having everything in order for our loved ones. 

Not having a will in place can create long-lasting problems for those we leave behind, particularly if your assets are spread over more than one country or jurisdiction. 

Unfortunately, many people leave dependents behind without having made the proper arrangements, sometimes leaving debts or heavy taxes on their estate that could have been avoided. 

To ensure your possessions are distributed as you wish, guardians established for your children, and to minimise the tax burden on your beneficiaries, it is critical to draft a will.

Make sure your family is cared for and your assets continue to provide for them long after you're gone. 

By planning the events and asset allocation after your passing now, you can prevent unnecessary delays and avoid painful legal battles for your loved ones during an incredibly difficult time for them.

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.

Estate Planning

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?