Tax planning

So you only pay what you have to

Our specialists will actively assist you with comprehensive tax advice on issues ranging from planning asset structures to finding the right legal structure. Our aim is to optimize your tax burden.

Our comprehensive tax planning

We provide you with a thorough analysis so that you can optimize your tax situation in Switzerland.

  • Identification of tax planning options in line with to Swiss tax legislation
  • Adjustment of investment decisions taking into account earnings after tax
  • Enjoyment of any applicable tax savings

You can benefit from our analysis of your most recent personal Swiss tax declaration. During a personal consultation, we'll show you any potential for optimizing your taxes.

Your benefits:

  • Discussions with us on suggestions for improvement
  • Optimization of your overall tax situation
  • Opportunity to organize your retirement planning and succession

We’re your point of contact for all matters related to your personal Swiss tax declaration. We’ll advise you, prepare your tax declaration on request, and act as your personal representative with the tax authorities.

Your benefits:

  • Comprehensive service from a single source
  • You’ll save time when preparing your tax declaration and answering questions from the tax authorities
  • We’ll check all the valuations and tax calculations for you, and identify potential discrepancies

If you hold previously untaxed assets, as a result of an inheritance for example, on request we can offer you comprehensive, discreet advice on submitting an amended tax declaration.

Your benefits:

  • Rectification of your tax situation
  • We’ll put together all the necessary documents for the tax authorities
  • No involvement of external third parties in this delicate situation

Our advice – your benefits

  • Sensible wealth structuring based on your needs
  • Active support in planning your pension, succession and taxes
  • Specific financial planning just for women

Our experts are here for you – we look forward to speaking with you.