Insurance for the self-employed
Many workers are thinking of taking the step towards independence. While this shift is certainly very exciting, the related changes [...]
Business succession is no easy feat. Here's everything you need to consider this approach.
Big changes require significant and sound planning. This is especially true when it comes to business succession planning. [...]
How to strategically build your personal assets as early as possible as an entrepreneur?
As an entrepreneur, developing and managing a business involves mobilizing your resources, your energy, your time [...]
10 facts about taxation in Switzerland that every Swiss resident absolutely must know
The end of the fiscal year is setting almost everyone in turmoil. Tax returns follow one another at a breakneck pace. That [...]
The principles to know for your pension – LPP, 3a, life insurance
Whether you're nearing retirement or starting your career, life can be uncertain and full of challenges with each [...]
Is early retirement viable to maintain a good standard of living in retirement?
Early retirement is a delicate decision that deserves careful consideration. The transition from working life to retirement involves [...]
Meeting: the choice of independence, the customer at the heart of concerns.
For this first edition of 2023, we wanted to share the experience of Mehdi Lakhdar who opted for independence. Former Private Banker, [...]
What tax deductions should you claim before the end of 2023?
Tax deductions not to be missed!
Life annuities: are they an interesting alternative?
Life annuity insurance will have advantageous taxation from 2023 at the earliest and will then be an interesting alternative.
New inheritance law: what does it imply and what should you consider when drafting your will?
In Switzerland, inheritance law decides who inherits the estate in the event of the testator's death and how the estate of the [...]
Wealth management: advice from a former banker
Before investing your savings, take the time to read the valuable advice of a former banker.
Job loss after age 50
What to do in the event of job loss in the short, medium and long term?