Expat Finance Guide to Switzerland

If you are planning to relocate to Switzerland, or have already done so, it’s important to understand the country's complex tax and 'three pillar' pension system. To help you navigate this challenge, our team of dual qualified international advisors and pension experts have created this guide to provide you with actionable insights, and highlight the key financial considerations you need to address if you are to optimise your wealth whilst living and working in Switzerland.

This guide will provide an overview of:

• Tax Considerations as a British Expat in Switzerland
• Swiss Pensions: Understanding the Three-Pillar System
• Realising the potential of your Swiss pensions on leaving Switzerland
• Financial Planning and Wealth Management as a British Expat in Switzerland
• Cost of Living in Switzerland.

Your guide will explain the challenges and opportunities in respect of your investments, assets and pensions, but does not replace the need for expert financial advice. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.

Our advisors are dedicated to helping you grow and protect your wealth – wherever you are in the world, and wherever you choose to go next.