Swiss Financial Planning
Swiss Financial Planning
Switzerland is consistently ranked as one of the best countries in the world to live and work, with cities like Zurich, Geneva, and Basel offering an exceptional quality of life.
Its healthcare and pension systems are unique, and navigating them can be complex, especially for long-term residents, expats, or anyone in between.
Our fully integrated Swiss office supports both Private and Corporate clients across key areas, including Pensions, Insurance, Accounting, Taxes, and Real Estate.
At the heart of Swiss retirement planning is the Three Pillar System:
- Pillar 1 – State-provided pension
- Pillar 2 – Contributions from you and your employer
- Pillar 3 – Voluntary top-up schemes to enhance your retirement savings
We specialise in setting up Pillar 3 schemes tailored to your location and personal circumstances. In many cases, our clients save around CHF 2,000 per year, with even higher potential tax benefits for residents in Geneva.