Swiss checklists for every expat step
Structured checklists to help you prepare your move, settle in, organise your insurance and stay on top of important Swiss financial tasks.
Available checklists
Moving to Switzerland - pre-arrival
Permits, contract, documents, insurance, housing and banking - everything to sort before you land, as an interactive checklist.
Open the checklist →Your first 2 weeks in Switzerland
Commune registration, residence permit, health insurance, bank account and the everyday essentials - in the right order.
Open the checklist →Setting up your Swiss health insurance
The three-month deadline, franchise and doctor model, comparing premiums and when supplemental cover is worth it.
Open the checklist →Renting your first apartment
Budget, tenant dossier and debt-collection extract, the deposit, the handover protocol and your rights as a tenant.
Open the checklist →Getting your finances in order
Banking and FX, a realistic Swiss budget, pillar 3a and buy-ins, low-cost investing and the insurance basics.
Open the checklist →Your Swiss tax return
Who must file, the documents to gather, every deduction to claim, deadlines and cross-border or US-person cases.
Open the checklist →Buying a home in Switzerland
Equity and affordability rules, using your pension, fixed vs SARON, the notary process and the extra costs.
Open the checklist →Leaving Switzerland
Deregistration, your pension and vested benefits, the final tax return, closing accounts and reclaiming your deposit.
Open the checklist →More checklists are on the way.