Grether MacGeorge GmbH, Independent Financial Advisers, Basel
Independent Financial, Legal and Tax Advisers for Expatriates 
 
  Investment: Getting a Full Financial Review

· Home
· Our Services
· Community
· Publications

Investing
· A Full Review
· Mutual Funds
· Monthly Saving
· Offshore
· Ethical

Insurance
· Business

Tax
· Switzerland
· Basel Area
· Basel Stadt
· Baselland

Legal
· Start a Business
· Unemployment

Property
· Where in Basel
· Switzerland
· France
· UK
Where are you going?Checking your investments
Arriving in a new country brings with it the need to learn fast about your new environment. Learning how to drive, speak and shop locally can be picked up pretty quickly, but what about arranging your finances the best way? A detailed financial review undertaken by the independent and professional advisors of Grether MacGeorge GmbH can help you avoid expensive traps for the unwary.
  • Are your tax-efficient investments still tax-efficient, or do they now create a tax liability for you?
  • What is the best way to take advantage of your share options?
  • Should you pay cash or take a low interest loan from your employer?
  • Are your current insurances suitable?
  • What about bank accounts... home country, offshore or Swiss?
Reviews undertaken in your home country may have little relevance once you have arrived since the laws governing investments and how they affect your taxes are very different here. It is so easy to make the wrong decision. Reviewing your financial situation soon after you arrive is vital. We can help you do this.

Call us on 061 206 8800 to make an appointment for an Independent Review.

 
 

Basel based Grether MacGeorge GmbH provides Independent Financial, Tax and Legal Advice to the expat community. The professional advisors in the company provide impartial advice for people looking for help with their investments, mortgages, life insurance, pensions and retirement planning, saving for education costs, setting up and running a business in Switzerland, financial aspects of relocation, and a wide range of other important areas vital to getting the most out of your life outside of your home country.

© 2003, Grether MacGeorge GmbH, Austrasse 95, CH 4051 Basel, Switzerland
Tel: +41 (0)61 206 8800 or Fax: +41 (0)61 206 8805