Insights
Stay Up To Date With The Latest In Investment Options
Unique Industry Insights
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You could be better off by CHF 20-40,000 by not adding to your 2nd pillar
- 15th November 2023
- Tax Optimisation
- 2nd Pillar Pensions
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Despite challenges to the historic banking system, Switzerland remains one of the world’s leading centres for banking, investments, pensions and offshore wealth
- 18th July 2023
- Tax Optimisation
- Investment Advice
- International Banking
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Environmental, Social and Governance. ESG. But what does it really mean and how can it be done efficiently and successfully?
- 6th July 2023
- Socially Responsible Investing
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The Reasons Why You Should Switch from Inflation-Linked Bonds Now
- 28th March 2023
- Investment Advice
- Retirement Planning
- by James Austin
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The Problem with Model Portfolios
- 27th March 2023
- Investment Advice
- by James Austin
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How State Pensions work, how they affect your retirement, and how to invest sustainably to take ownership and secure your retirement
- 10th February 2023
- Retirement Planning
- by James Austin
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The Swiss Federal Council has just announced that the maximum permitted tax deduction for Pillar 3a as of 1st January 2023 is: CHF 7,056 (currently CHF 6,883) for people who pay into a 2nd pillar, or CHF 35,280 (currently CHF 34,416)
- 13th October 2022
- Swiss Pensions
- 3rd Pillar Pensions
- Retirement Planning
- by James Austin
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In the 1980s US inflation peaked at 15%. Home mortgages were charging double-digit interest rates. Inflation was roaring at 1 percent — per month.
- 14th July 2022
- Investment Advice
- by James Austin
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The big questions I am being asked right now are where are we in the economic cycle, how did we get here, has this happened before, and what to do now. Below I have summarised my thoughts.
- 7th July 2022
- Investment Advice
- by James Austin
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Thinking about buying a house off-plan and getting the keys in one or two years? (Off-Plan-Immobilien / Immobilier sur plan) Think again.
- 24th May 2022
- Swiss Mortgages
- Property Investment
- Financial Planning
- by James Austin
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How Much Money Do I need To Stop Working?
- 18th May 2022
- Pensions
- Swiss Pensions
- Retirement Planning
- Financial Planning
- by James Austin
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How to get the best mortgage rate. Mortgage interest is tax deductible. 20% Deposit. Eigenmietwirt. Capital gains tax.
- 7th May 2022
- Property Investment
- Investment Advice
- Financial Planning
- by James Austin
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Akhil Prabhu -
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Paul Gibson -
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Paul