Banking
Understanding Swiss Banking Secrecy in 2023
How recent changes to Swiss banking laws affect your privacy and financial planning. We break down what's changed and what remains protected.
Read article →Welcome to Swiss Personal Finance Guide
Your comprehensive resource for navigating Switzerland's unique financial landscape. Whether you're a resident, expat, or planning to move, we provide expert insights on banking, taxes, investments, and retirement planning tailored to Swiss regulations.
Key Financial Topics
Swiss Banking System
Understand the unique features of Swiss banks, from numbered accounts to multi-currency options. Learn how to choose the right bank for your needs and navigate Swiss banking regulations.
Learn more →Taxation in Switzerland
Decipher Switzerland's complex tax system with our comprehensive guides. From federal taxes to cantonal differences, we cover everything residents need to know.
Learn more →Retirement Planning
Navigate Switzerland's three-pillar pension system with confidence. Our guides help you maximize your retirement benefits and plan for financial security.
Learn more →Interactive Financial Tools
Take control of your finances with our suite of interactive calculators designed specifically for Switzerland's financial environment. From tax estimations to retirement planning, our tools provide personalized insights.
- Tax estimation calculator for all cantons
- Pension benefits simulator
- Mortgage affordability calculator
Latest From Our Blog
Taxes
Cantonal Tax Differences Explained
Why your tax bill can vary dramatically depending on where you live in Switzerland. Our cantonal comparison helps you make informed decisions.
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Retirement
Maximizing Your 3a Pillar Contributions
Strategies to optimize your Pillar 3a savings for maximum tax benefits and retirement income. Learn about contribution limits and investment options.
Read article →Need Personalized Financial Advice?
Our network of certified Swiss financial advisors can help you navigate complex decisions about banking, taxes, investments, and retirement planning.
Contact an AdvisorDid You Know?
Switzerland has more than 240 banks, but just two (UBS and Credit Suisse) hold more than 50% of all Swiss banking assets.
"Switzerland is a small, steep country, much more up and down than sideways, and is all stuck over with large brown hotels built on the cuckoo clock style of architecture."— Ernest Hemingway
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