Maximise Your Wealth in Switzerland
Download your free guide to Maximising Your Wealth in Switzerland. It explains:
Swiss Tax System
Income Tax
Wealth Tax
Capital Gains Tax
Double Tax Treaty
Inheritance Tax
Maximising wealth in Switzerland requires strategic planning which combines diversified investment strategies.
Wealth Management Strategies are the key to success, where you should carefully consider all the aspects.
Key Investment Strategies
Swiss and International Investment Accounts
Pillar 3a Pension Investments
UK Pension Optimisation
Currency Risk Management
Pension and Retirement Planning
Understand the Swiss Pension System
Pillar 1 State Pension.( AHV/AVS)
Pillar 2 Occupational Pension (BVG)
UK pension reviews and tax planning
Estate Planning for Expats
Dual Will Structures and strategies
Trusts and Foundations
Cost of Living Planning
Housing
Healthcare
Education
Post-retirement
Working with experienced financial advisor professionals ensures long term security and utilisation of the Swiss tax benefits – speak to us today.
International SIPPs
- SIPPs – Self-Invested Personal Pensions
- QROPS – Qualifying Recognised Overseas Pension Schemes
It can be hard to understand your international pension benefits. Not to mention legislative changes creating both opportunities and threats to your existing UK pensions.
A SIPP is a UK-based private pension that can offer more flexibility, transparency, and functionality. It is a UK-based plan and will continue to be subject to UK legislation, regardless of weather you live in the UK or abroad. Consolidating a number of existing UK pension schemes can benefit your future pension planning by providing an overview of their collective values and enable a more structured investment strategy.
We recognise the dangers of generic advice. Your future is unique and personal to you. There will be reasons why one option may be better for you. We can discuss why and what the implications are in your particular situation.
Expat Pensions with Synergi Europe and Synergi Switzerland
Synergi is your trusted partner when it comes to securing your financial future as an expatriate. As a fee-based financial advisory firm, we specialise in providing independent and personalised financial advice to our clients residing in Switzerland and the EU. With our team of fully qualified advisers who possess extensive experience in the financial services sector, we understand the unique challenges and opportunities that expatriates face.
Our expertise lies in wealth creation, wealth management, and pension and retirement planning, making us well-equipped to guide you towards a prosperous and worry-free future. As a fully regulated company, we ensure compliance and transparency, and we collaborate with renowned product providers, giving you access to a comprehensive range of client solutions. Trust Synergi to navigate the complexities of expat pensions and secure your financial well-being.
Please visit our Facebook blog to find out more about Synergi and life in Switzerland https://www.facebook.com/shropshireladinswitzerland