Every expat profile comes with different tax, insurance and financial questions. Choose the profile that matches your situation best.
Life situation
Your household structure affects taxes, insurance, pensions and long-term planning.
Families
Schooling, family allowances, child health insurance and tax optimisation for families in Switzerland.
Learn moreCouples / DINKs
Joint pension planning, tax optimisation and wealth building for dual-income households without children.
Learn moreSingles
Efficient financial planning, pillar 3a and health insurance for single households in Switzerland.
Learn moreNew parents
Parental leave, family allowances, child health insurance and planning for new parents in Switzerland.
Learn moreRetirees
OASI, pension fund, capital withdrawal and tax-optimised retirement for expats in Switzerland.
Learn moreHigh-income households
Tax optimisation, pension buy-ins and wealth structuring for high-income households in Switzerland.
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Career
Your employment setup influences tax, social security, pension planning and wealth building.
Managers / Executives
Bonus and equity planning, tax optimisation and pension solutions for executives in Switzerland.
Learn moreSelf-employed
Legal form, social insurance, VAT and pension planning for self-employed professionals and freelancers.
Learn moreEntrepreneurs / Founders
Company setup, equity, taxation and pension structuring for entrepreneurs and founders in Switzerland.
Learn moreRemote workers
Cross-border remote work, social security, taxation and permits for remote employees in Switzerland.
Learn moreEmployees with stock options
Taxation, vesting and exercise strategy for employees receiving stock options or RSUs in Switzerland.
Learn moreAssignees
Assignment contracts, tax equalisation, social security agreements and residency questions for assignees.
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Status
Your permit, nationality and residence status can change how Swiss rules apply to you.
EU/EFTA citizens
Free movement, residence permits, health insurance and pensions for EU/EFTA nationals.
Learn moreNon-EU nationals
Permits, quotas, family reunification and financial integration for non-EU nationals.
Learn moreB permit holders
Withholding tax, tax-at-source corrections and planning specifics for B permit holders in Switzerland.
Learn moreC permit holders
Ordinary taxation, pension and wealth planning for C permit holders settled in Switzerland.
Learn moreCross-border commuters
Withholding tax, health insurance opt-out and pensions for cross-border commuters from DE, FR, IT and AT.
Learn moreStudents
Health insurance, scholarships, part-time jobs and tax matters for international students.
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Special cases
Some expat profiles require more specific tax, insurance or cross-border planning.
US persons
FATCA, PFIC, US tax obligations and Swiss pensions - the specific challenges for US persons.
Learn moreInternational organisations (UN/WHO)
Tax privileges, pensions and health insurance for staff of UN, WHO and other international organisations.
Learn moreTrailing spouse
Permits, career, social insurance and pensions for accompanying partners.
Learn moreProperty buyers
Mortgages, Lex Koller, taxation and financing for property buyers in Switzerland.
Learn moreLeaving Switzerland
Deregistration, pension payout, exit tax and insurance when leaving Switzerland.
Learn moreDual citizens
Tax residency, reporting obligations and planning for dual citizens with ties to Switzerland.
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Not sure where you fit?
Book a free consultation and we'll help you understand which Swiss tax, insurance and financial topics matter for your situation.