Insights
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Unique Industry Insights
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Pillar 3a Maximum 2025 - New Increase for tax savings and retirement
- 25th September 2024
- Tax Optimisation
- Pensions
- Swiss Pensions
- 3rd Pillar Pensions
- by James Austin
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Compared to the rest of Europe (and the world), Swiss mortgages are already cheap. Now, they’re getting even cheaper.
- 19th July 2024
- Swiss Mortgages
- Property Investment
- Estate Planning
- Financial Planning
- by James Austin
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Inflation, rising costs of living, and evolving financial goals mean that being a millionaire is no longer the end-all-be-all of financial aspirations...
- 24th June 2024
- Pensions
- Investment Advice
- Financial Planning
- by James Austin
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Birth rates across Europe have been declining for decades, and the trend shows no sign of reversing
- 6th June 2024
- Retirement Planning
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Mortgages become more affordable
- 21st March 2024
- Swiss Mortgages
- Property Investment
- Financial Planning
- by James Austin
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Get your chequebook ready, the best time to buy Swiss property is imminent
- 2nd February 2024
- Swiss Mortgages
- Property Investment
- Estate Planning
- by James Austin
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Maximize tax savings and retirement funds in 2024 with pillar 3a and 3b contributions
- 19th January 2024
- Tax Optimisation
- 3rd Pillar Pensions
- by James Austin
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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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Truly professional & experienced team. Highly recommended to anyone looking for financial and wealth management advice.
Akhil Prabhu -
Good straightforward planning advice. Highly recommended.
Paul Gibson -
I was recommended IWP by a work colleague and have always been impressed. I wouldn't hesitate to recommend them to anyone seeking independent financial advice.
Paul