Do you plan to live to 100? When do you plan to retire? The age at which you retire will impact your future finances.
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Who manages your money?
Choosing your financial planner is one of the most important decisions you’ll ever make
Active asset allocation
The importance of active asset allocation; why the healthcare and infrastructure sectors are still key portfolio components in 2024
Selling up: why expats might want to leave UK property behind
Selling your UK property. While retaining property might seem appealing at first, doing so could result in a bigger-than-expected tax bill
2024 changes to the Swiss Basic State Pension
Navigating the maze of the Swiss pension system can be confusing, it is essential to take professional advice from a pensions expert.
To rent or buy in Switzerland
Swiss Property has traditionally been a solid investment, however with the recent swift increase in interest rates, is this still the case?
Swiss Trusts
In a blow to those who may want to see more flexibility in estate planning in Switzerland, the idea of a Swiss trust has been shelved for the foreseeable future.
The beauty of Gold
The beauty of Gold. Gold can play a variety of roles in a portfolio, including providing portfolio diversification
Investing in Bonds – why now may be the time to invest
Fixed-income investments, or bonds, have traditionally been a ballast for investors providing income, diversification and capital protection.
The Swiss Advance Care Directive – practical guidance for effective estate planning
The Swiss Advance Care Directive. To make specific provision for your future in the event that they are no longer capable of judgement