Tax advice

Optimise your tax position over the long term.

Most tax savings are not found in the annual return but in decisions taken years earlier: how you save for retirement, when you draw your pension capital, where you live and how you hold your property.

Our experts show you how to structure those decisions in the right order — because we sell no products, the advice is about your tax position and nothing else.

What we do for you

  • Tax returns

    Prepared and filed for individuals and the self-employed.

  • Pension capital withdrawals

    Staggered over several years to keep the progression low.

  • Property taxation

    Imputed rental value, maintenance and value-adding investments.

  • Relocation

    What a change of canton or commune is actually worth.

Regulatory challenges

  • Progression on capital

    Lump-sum withdrawals can trigger steep one-year tax bills.

  • Cantonal differences

    Where you live can matter more than fine-tuning deductions.

  • Timing traps

    Pension buy-ins and relocation only work if sequenced correctly.

How we help

  • Multi-year planning

    Structure decisions years before the tax return is filed.

  • Withdrawal staging

    Spread pillar 3a and pension capital across tax years.

  • Written scenarios

    Compare relocation and pension options before you move.

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General information only. Nothing on this page constitutes personalised investment, tax or legal advice. Helfenstein Group does not hold client assets; all custody stays with the bank you choose, under your control. Decisions should be based on your own circumstances and, where appropriate, on a written analysis from a qualified adviser.

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