3rd Pillar
In Switzerland, the 3rd pillar is a crucial element of long-term financial planning for individuals. It offers the possibility of building up savings for retirement while benefiting from attractive tax advantages. However, it can be complex to navigate the different options and products available. This is where specialist expertise can make all the difference.
Our expertise
Maximization of tax advantages : The 3rd pillar allows Swiss taxpayers to deduct contributions from their taxable income, which can represent significant tax savings. We will be able to guide you to optimize these deductions and make the most of the tax advantages offered by the system. Every website has a story, and your visitors want to hear yours. This space is a great opportunity to provide any personal details you want to share with your followers. Include interesting anecdotes and facts to keep readers engaged.
Personalized advice : Choosing the right type of 3rd pillar based on your personal situation and your financial objectives can be complex. We are here to take into account your specific needs, your risk profile and your investment horizon to advise you on the most suitable product.
Management and monitoring : Once your 3rd pillar has been contracted, it is essential to monitor it and adapt it according to your personal development, your financial objectives and market conditions. We are experts in the field and we will support you in managing your retirement savings by helping you make the most judicious decisions.
Transfer and optimization : If you are considering transferring your existing 3rd pillar to another establishment or another product, calling on an expert can allow you to benefit from advantageous conditions and guarantee a peaceful transition.
