Our Services

for private persons and companies resident in Switzerland

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 – Endowment Policy Advice – Regular Saving – Tax Saving Investments

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

Business Services
Bookkeeping – Accounting for SMEs – AHV/BVG/UVG – Payroll – Work Permits – Company Formation – Employment Law

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

Legal Advice
Wills – Inheritance Law – Tax Law – House Buying

Property Advice
Independent Advice on Buying a House in Switzerland – Investment Properties – Second Homes – Tax-efficient Home Payment Plans