Optimise your tax burden

Vested benefits and 3a pension assets are tax-exempt until withdrawal. Our foundations enable you to minimise your tax liability when withdrawing pension assets. Exploit our many years of experience with the tax regime. We work with you personally and in a targeted way.

Tax-privileged saving

Reduce your taxable income through Pillar 3a payments and benefit from tax-exempt interest and dividend income.

Beneficial capital withdrawal

Our pension provision coach can advise you on how to withdraw your retirement funds.

Low source tax when you move away

Benefit from the attractive tax at source in Canton Schwyz if you leave Switzerland permanently.
Solution

PensFree Vested Benefits Foundation

When taking a career break, you can park your pension fund assets in a vested benefits account. That means your pension assets plus interest and capital earnings are tax-exempt.

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Solution

Pens3a Pension Foundation

There are good reasons to start saving for retirement early. For example, if you want to maintain the same standard of living after retirement. Or if you want to save taxes. Who benefits from the Pens3a pension foundation?

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Our experts

PensExpert-Zurich-Fabio-Preite
Fabio Preite
Partner, Member of EB, Head Administration and Foundations
PensExpert-Luzern-Yvonne-Von-Deschwanden
Yvonne von Deschwanden
Client advisor
PensExpert-Zurich-Fabio-Preite
Fabio Preite
Partner, Member of EB, Head Administration and Foundations

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