Tax advice

We help make sure that you pay less tax

How much tax you have to pay is a key factor in all financial and investment decisions. That is why tax optimisation should form part of any comprehensive financial planning strategy, with all matters related to income, assets, insurance and retirement planning taken into account.

At VZ, we combine the knowledge of our tax and investment advisors with the expertise of fiduciary, insurance and real estate specialists. Our experts provide independent advice and show you the various options for saving on tax.

Planning your taxes properly means you pay less of them

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Tax planning

Lowering your tax burden requires proper planning. If you don’t start to think about tax planning until your tax bill has landed in your letter box, it’s almost always far too late to change anything. Customers who make use of VZ’s tax planning service often benefit from tax savings amounting to tens of thousands of francs over the years. And because our expertise extends way beyond planning, we can also help you implement the proposed optimisation measures.

Award

Long-time quality leader

The VZ VermögensZentrum is awarded by "Bilanz".

Tax return

It is quick and easy to complete your tax return if you only have a salary statement and few assets. But if you own property, securities or a company, it quickly becomes a more challenging and time-consuming task. You can certainly think of better ways to spend your time than having to wade through a tax return’s various forms, instructions and cantonal tax laws each and every year. And if you don’t make use of all the allowable deductions, your tax bill will be higher than necessary. 

So save time, money and worries: Let VZ’s experts complete your tax return for you. We will complete everything correctly, check your tax bill and if necessary, negotiate with the authorities.

Offer

VZ Financial Portal

VZ customers use their favourite banking services online.

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.