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Treuhand & Steuern
Retirement Planning
Pension provision is a cornerstone of an orderly life after retirement. In the difficult situation with low interest rates and demographic shifts, it seems more important than ever to plan pension provision in a forward-looking and comprehensive manner. The question of how to deal with assets and descendants is also part of such planning.
Good planning can ensure that pensions and investment income are sufficient for everyday life, that the timing of partial and full retirement is chosen correctly and that the financial situation for the descendants is properly regulated. We are also happy to advise company owners and show which pension planning and tax aspects need to be taken into account.
Our services
- Short- to long-term planning of pension benefits
- Risk analysis of pension benefits due to illness, death or loss of earnings
- Identification of pension gaps or overinsurance
- Preparation of a pension plan
- Advice on advance directives
- Tax advice on pensions
Your contact
Christian Käppeli
041 418 54 50
c.kaeppeli@falck.swiss
