Retirement/Tax Planning

Open your savings account

Open your savings account Saving on a regular basis is one of the most effective ways of generating growth whilst mitigating market volatility.  We have written many articles on this topic and the majority of SuisseRock clients have a savings plan in place. No matter what your financial goal a regular savings plan will compliment your existing portfolios and help you achieve these goals even sooner. The most common reasons our clients save are retirement, children’s education or simply wealth…

Read More

How much tax relief can you receive while working in Zurich?

How much tax relief can you receive while working in Zurich? Utilising your tax relief is extremely important and can save you a great deal of capital when done correctly. Many expatriates here in Zurich are simply not maximising what is available to them and the main reason for this is because they are unaware of their entitlements. Simply take a few moments to answer the questions below and we will contact you and explain how much essential tax relief…

Read More

Open Your Third Pillar Pension Account

Open Your Third Pillar Pension Account Today What investment offers you a guaranteed return each year regardless of market volatility?  Utilising the Third Pillar Pension is the only investment that offers this due to the fact it is tax deductible.  If you do not currently have a Third Pillar Pension Plan in place you are missing out on essential tax relief. Your Contributions Opening your Third Pillar account allows you to contribute up to 6,768 Swiss Francs and receive income tax…

Read More

Have You Maximised Your Tax Relief For 2017?

Have You Maximised Your Tax Relief For 2017? Utilising your tax relief is extremely important and can save you a great deal if done correctly. Many expatriates here in Switzerland are simply not maximising what is available to them and the main reason for this is because they are unaware of their entitlements.  Even if your are on a Permit B and taxed at source you may be eligible for additional tax relief. Simply take a few moments to answer…

Read More

Review Your UK Pension in 3 Easy Steps

Review Your UK Pension in 3 Easy Steps With BREXIT looming and interest rates so low, there has never been a more compelling reason to review your UK Pension Assets.  SuisseRock Advisory Services have been extremely busy helping their clients review and understand their UK pension benefits. Since BREXIT we have seen valuations soar by as much as 25% due to the reduced interest rates in August last year. Do you know how your UK pension has benefited from these…

Read More