Our Services

Financial Planning
Financial reviews – Retirement Planning – Life Insurance – Income Protection – Critical Illness Insurance – Self-employment Advice – Business Start Ups – Estate Planning – Trusts Investment Advice – Investment Funds – Insurance Company Investments – Swiss Banks – Offshore Investments – With Profits Fund Analysis – Endowment Policy Advice – Traded Endowment Policies – Regular Saving – Tax Saving Investments

Tax Advice
Swiss and UK Tax returns – Tax Appeals – Tax Rectification – UK and Swiss Inheritance Tax Advice – Trusts and Gift Tax – Tax-efficient Saving Plans

Pensions Advice
Dritte Säule and 3rd Pillar pensions – Swiss Company pensions – UK pensions – Offshore Pensions – Annuities – Investing for Income in Retirement – QROPS schemes

Legal Advice
Wills – Inheritance Law – Founding a Company – Dealing with an Authority – Employment Law – Work Permits – Tax Law

Property and Mortgage Advice
French Mortgages – Swiss Mortgages – UK Mortgages – Finance for Holiday Homes – Independent Advice on Buying a House in France, Switzerland or the UK – Investment Properties – Second Homes – Tax-efficient Home Payment Plans