Guide
Swiss tax planning, decided in time
The choices that change next year’s number — pillar 3a, timing, property, equity — and when each one has to be made.
- Decisions with dates
- Federal and cantonal
- Nothing invented
Tax Planning Tools & Resources
Access professional tools and resources to implement effective tax planning strategies.
Tax Calculator
Calculate your potential tax savings with different strategies
- Income tax calculations
- Deduction optimisation
- Retirement planning
- Investment analysis
Planning Checklist
Step-by-step guide for tax planning implementation
- Annual planning checklist
- Quarterly review points
- Deadline reminders
- Action items tracking
Strategy Templates
Pre-built templates for common tax planning strategies
- Income timing templates
- Deduction worksheets
- Retirement planning guides
- Investment analysis forms
Expert Consultation
One-on-one consultation with tax planning experts
- Personalised strategy development
- Implementation guidance
- Ongoing support
- Regular reviews
Tax Planning Overview
Effective tax planning involves understanding your financial situation and implementing strategies to minimise your tax burden while remaining compliant with Swiss tax law.
Strategic Planning
Long-term tax optimisation strategies
Timing Optimisation
Optimal timing of income and expenses
Compliance
Full compliance with tax regulations
Annual Tax Planning Timeline
Follow our structured approach to tax planning throughout the year for maximum effectiveness.
Annual Planning Review
Review previous year and plan for current year
- Analyse previous year tax return
- Identify optimisation opportunities
- Set tax planning goals
- Update financial projections
Mid-Year Review
Assess progress and adjust strategies
- Review year-to-date income
- Evaluate deduction opportunities
- Adjust retirement contributions
- Plan investment moves
Strategy Implementation
Implement planned tax strategies
- Execute income timing strategies
- Maximise deductions
- Optimise investments
- Plan year-end moves
Year-End Optimisation
Final optimisation before year-end
- Harvest tax losses
- Maximise deductions
- Plan charitable giving
- Prepare for next year
Planning is a conversation
Most of this is worth ten minutes on the phone before the year ends
Word photograph: Häderlisbrücke Schöllenen Schlucht Kanton Uri by Wolfgang Moroder, CC BY-SA 4.0, via Wikimedia Commons.