Finanvial Products

An interesting long-term BVG return on capital and an optimized lump-sum withdrawal

For top manager pension schemes in the BVG area and in the 3a area, we use our market experience to offer optimal solutions that consider the cost structure and overall performance. With the ongoing financial controlling, we achieve an interesting BVG resp. 3a return on capital.

We can introduce you to interesting tax optimization models for the BVG lump-sum withdrawal. When changing cantons or living abroad, there can be considerable tax advantages. If you are flexible about your location after your retirement, we recommend that you check the tax framework. Compared to a BVG lump-sum withdrawal at your current place of residence, a change of domicile (domestic / international) could enable considerable savings from a tax point of view.

We would be happy to inform you about this in a consultation session.