Eleven questions about your business and personal assets. You’ll immediately receive an estimate of your tax and retirement savings potential over five years, along with the three decisions that matter most to you.
Free · No registration required · 3 minutes
If you look only at the tax bill for the current year, you’ll optimize one factor but worsen two others.
AHV, IV, and EO are deducted from wages, not from dividends.
Personal income, corporate profit, partial taxation of dividends.
It determines your purchasing power and your benefits in the event of disability or death.
Retained earnings increase the value of your shares, including for tax purposes.
Estimated tax and retirement savings potential over five years; example for an owner with a salary of CHF 320,000 and CHF 1 million in non-operating liquidity
Eleven questions, three minutes, no registration required.
Potential in Swiss francs and the three biggest levers.
45 minutes, via video or in person, free of charge.
We'll be honest with you if a project isn't worth the effort.
No. Your trustee handles the financial statements and tax returns. We plan your business and personal assets over a ten- to twenty-year period and are happy to work with him.
Not for this check. Annual financial statements, pension statements, and tax returns are helpful for planning later on.
For businesses, starting at CHF 5,500, excluding VAT. The cost depends on the structure and complexity of the project; you will receive an estimate in advance.
First the plan, then the solution. When it comes to investment advice, we do not receive any compensation from product providers. If we arrange an insurance policy, we disclose the type and range of the commission in advance.
In just three minutes, find out where your greatest leverage lies.