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Retirement provision

We provide you with comprehensive advice on retirement provision - for financial security and self-determination in retirement. Find out more now.

Early retirement

Pension planning

Staggering plan

OASI contributions

Pension fund purchase

Pension or OPA lump sum

Structuring assets

Partial retirement

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News and events

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News

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Blog posts on the topic

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Your home - safely into the next generation

How to hand over your home to the next generation - legally secure and tax-efficient.
Well prepared after 50 - retirement planning

Plan your retirement in good time - with personalized advice for financial security in old age.
Change in practice: Taxation of right of residence Lucerne

The canton of Lucerne is changing its taxation practice for the granting of residential rights from the 2024 tax period.
Protection through crisis regulations - a sensible investment

As a rule, strokes of fate come unexpectedly and unexpectedly - and hit those affected and their relatives correspondingly hard.
What to consider when changing contracts

What you should look out for when switching pension funds - including opportunities, risks and optimization options.
Uncomplicated succession planning for SMEs

There is no standard solution for succession planning. Every succession process has its own structure and dynamics.