Services for private individuals
Whether you need professional advice regarding your tax planning, would like to better understand and optimise your pension provision or need a salary statement for your cleaning help, we are here for you.
Our team supports you according to your individual needs, holistically and future-oriented.
We prepare salary statements, accompany relocation processes and draw up lump-sum taxation agreements.
We take care of tax returns, make optimisation proposals and provide support with VAT issues.
We analyse pension plans and specific pension situations, draw up budgets and develop and or optimise financial planning proposals for implementation.
We draw up contracts of sale, prepare inheritance contracts and draw up providential orders.
Employees in private households
Preparation of payrolls
Preparation of wage statements
Support with social security questions
Settlement of taxes or withholding taxes
Support with general insurance questions
Taking up residence in Switzerland
Support in tax planning and optimisation issues
Drafting of lump-sum taxation agreements (tax rulings)
Support with social security questions
Advice on asset matters
Tax returns
Preparation of tax returns for direct federal tax as well as for cantonal and communal taxes
Preparation of tax returns in the event of death
Checking tax assessments and tax invoices
Assessment of intercantonal and international tax issues
Advice on inheritance, gift, transfer and property gains taxes
Advice on succession planning
Advice on special taxes on capital benefits from pension schemes
Representation vis-à-vis tax authorities
Support and representation in all tax matters before tax authorities and courts
Tax planning and optimisation including the pension plan
Analysis and advice on tax optimisation
Development of optimisation proposals and concepts
Medium and long-term tax planning
Value added tax
Assistance with general value-added tax issues, such as with regard to purchase tax or in the context of entrepreneurial activity
Precautionary analysis
Analysis of the current pension situation taking into account the coordinated benefits of all three pillars
Calculation of benefits upon retirement or disability
Advice with regard to the provision of cover for surviving dependants
Optimisation proposals for pension funds and private pension provision
Financial analysis
Pointing out the current situation
Optimal coordination of income, pension benefits and taxes
Calculation of the pension for early retirement and partial retirement steps
Decision-making aids regarding lump-sum or pension withdrawals from the occupational benefit scheme
Financial planning
Create budgets
Matching investments to personal circumstances and overall assets
Advising on mortgage closings and repayments
Contract law
Drafting of sales contracts
Support and advice in matters of marriage, property and inheritance law
Preparation and advice on wills, marriage and inheritance contracts
Health care proxy
Advice and drafting of advance directives
Wills and executorships
Execution of wills and execution of distributions of estates
Exactly what you are looking for?
We are happy to help you and look forward to the exchange.
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