Taxes
Plan carefully to save on taxes
We keep an eye on everything so that you don't have to pay more tax than necessary.
Markus Stoll
Position Tax Specialist
Optimising tax forms part of a solid financial plan that addresses all wealth and retirement planning matters. Your tax burden is an important factor to consider in all financial decisions.
To keep it as low as possible over the long term, you require specialist knowledge on retirement planning, investments, real estate and succession planning. You should obtain all the relevant in-depth information or discuss the matter with an experienced specialist.
We keep an eye on everything so that you don't have to pay more tax than necessary.
Markus Stoll
Position Tax Specialist
Get regular updates on how to optimise your OASI, occupational and pillar 3 pensions.
Important questions about tax optimisation
- Am I paying more tax than necessary? This link will open a dialog window.
- Retirement: Should I take my pension fund assets as a pension or a lump sum? This link will open a dialog window.
- Is it worth buying into a pension fund? This link will open a dialog window.
- Pillar 3a: How much tax can I save? This link will open a dialog window.
- What is the best way to withdraw my retirement assets from a tax perspective? This link will open a dialog window.
- What is the best way to invest my money from a tax perspective? This link will open a dialog window.
- What impact does home ownership have on my taxes? This link will open a dialog window.
- As a business owner, how can I optimise my taxes? This link will open a dialog window.
- Estate planning: How do I pass on my assets in a tax-efficient way? This link will open a dialog window.