Private tax planning

(by Fidela, Groupe Albatross)

Who does this apply to?

To all those employed by local / international Swiss companies of all nationalities living in Switzerland. We also have a high demand to provide tax advice to employees of international organizations (UN, WTO, World Bank etc).

To retired or early-retired people living off their Swiss or overseas pensions as well as tax considerations on their assets.

To all people who own property or assets abroad or in Switzerland.

How can we help?

We can define a clear and safe 2-10 year tax strategy by using different tax optimization methods. If you are an employee, we can advise on pension buy-back and tax optimization through 3rd pillar payments.

If you are a property owner, we will be able to help optimize the deductions related to the property’s maintenance. If you live off your assets, we will be able to define if your debt / asset ratio is appropriate for Swiss tax purposes, more specifically – wealth tax.