Pension Planning
Strategic pension plans to secure your retirement and achieve financial independence.
Pension
We support our clients in planning their pension benefits to ensure they are financially well-prepared for retirement.
Pension maximization
We offer support to our clients in:
- Creating personalized strategies to maximize savings, investments and income to maintain their desired lifestyle after retirement (e.g. Pillar 3).
- Strategically designing pension plans to minimize tax burdens and liabilities, optimizing financial outcomes for our clients in retirement.
- Regularly reviewing each client’s pension plan to ensure it remains aligned with their evolving goals and circumstances.
We encourage our clients to start planning early and actively involve them in key decision-making to build a solid foundation for the future.
Key Considerations
-
What is the Swiss Social Security System?
-
What are the key aspects of state pension in Switzerland?
-
What will happen to my pension if I leave Switzerland or change job?
-
Will my pension be reduced if I opt to take early retirement?
-
Key aspects of Private pension in Switzerland?
-
What are the retirement age & pension benefits in Switzerland?
-
How can I maximize retirement savings and investments in Switzerland?