Investment/Tax advice for Expats in Switzerland

If you are an expatriate living in Switzerland 🇨🇭 join our thriving community for advice What ever your challenge is you may find your answers here.

The idea of this page is to keep expats up to date with changes in the financial markets and also offer advice where it is required. You may want help with your children's education or retirement planning. Maybe you are just unhappy with the level of returns Swiss banks are offering you. In addition I will be hosting regular webinars and seminars in venues such as The Grand Kempinski and I will be posting dates on this page.

Photos from Investment/Tax advice for Expats in Switzerland's post 22/04/2024

Now that was easily the hardest thing I have ever done. With cramp at mile 10 it was a hard slog till the end 🏁. My family in full support and the fact I am raising money for such a great charity gave me the mental strength to dig deep and keep going.

A huge thank you to everyone who has supported my effort so far, it really means a great deal to me. Thanks to you all I have now raised just over £2.000 now for Macmillan Cancer Support and am nearly at my target.

If you were waiting for the blood sweat and tears before making a donation now is the time 🤣. It’s safe to say my legs are broken haha.

Please help me smash 💥 my £2,500 target as every penny will enable Macmillan to continue their amazing work.

Thank you in advance 🙏

https://2024tcslondonmarathon.enthuse.com/pf/steven-petts

Photos from Investment/Tax advice for Expats in Switzerland's post 14/04/2024

With just one week to go until the TCS London Marathon I went out for a gentle 10k today.

I am running for Macmillan Cancer Support to raise much needed awareness and funds. They have been a great help to my family and this is just a way of thanking them.

I am still short of my £2,500 🎯. If you can spare a small donation 💰 your help and support would be greatly appreciated. Link below 👇

https://2024tcslondonmarathon.enthuse.com/pf/steven-petts

Thank you everyone 🙏🥰💚

Steven's London Marathon 2024 08/04/2024

Less than 2 weeks to go now till the big day TCS London Marathon. I have one final long run planned for tomorrow (18 miles) and then will rest and just do the odd 5-10k.

A huge thank you to everyone who has sponsored me and donated money to Macmillan Cancer Support 🙏. It really means a lot.

I still have a long way to go with my fundraising target 🎯, so if you can spare some change any size donation is welcome (no matter how big or small) and will go along way to helping Macmillan.

My fundraising page is below 👇 and you can read about why I have decided to take on this challenge and more importantly make a donation.

Many thanks 🙏 🤩

https://2024tcslondonmarathon.enthuse.com/pf/steven-petts

Steven's London Marathon 2024 Hello everyone, I am delighted to have been selected to run for MacMillan Cancer Support in next year’s London Marathon 2024. As well as trying to lose a few pounds there is an extremely meaningful re

Photos from Investment/Tax advice for Expats in Switzerland's post 02/04/2024

Managed to make up for no long run over the weekend. Completed a 15 mile rather hilly course today. I am hoping the flat TCS London Marathon will be easier on me 😂.

I am running in memory of my mum 😇 who we lost to cancer nearly 8 years ago and miss dearly. Also I am supporting my dad who is currently doing great with his own battle 💪.

I am raising much needed money and awareness for Macmillan Cancer Support who do a fantastic job supporting patients and their families 💚. Please take a few minutes to make a donation 💰. No donation is too small as every penny will make a huge difference to their charity.

Thank you everyone 🥰❤️ link below 👇 ⬇️

https://2024tcslondonmarathon.enthuse.com/pf/steven-petts?utm_source=share&utm_medium=whatsapp

Steven's London Marathon 2024 11/02/2024

10 weeks to go and I completed my longest run so far, just shy of 10 miles 💪.

I am running to help raise much needed funds for Macmillan Cancer Support, and in loving memory of my Mum - Carol Petts.

If you can spare a few💰(no matter how big or small) your support would be greatly appreciated. Thank you 🙏

Steven's London Marathon 2024 Hello everyone, I am delighted to have been selected to run for MacMillan Cancer Support in next year’s London Marathon 2024. As well as trying to lose a few pounds there is an extremely meaningful re

🚨 Calling all fronteliers 🚨 Register for our FREE webinar 01/02/2024

Register for our webinar and find out how to mitigate taxes, maximise growth on your savings and avoid forced heirship.

🚨 Calling all fronteliers 🚨 Register for our FREE webinar Find out how to plan and save for your retirement/succession in the most tax efficient manner.

🚨 Calling all fronteliers 🚨 Register for our FREE webinar 28/01/2024

🚨Calling all fronteliers 🚨

Register for our webinar and find out how to mitigate taxes, maximise growth on your savings and avoid forced heirship.

🚨 Calling all fronteliers 🚨 Register for our FREE webinar Find out how to plan and save for your retirement/succession in the most tax efficient manner.

Register for our FREE upcoming investment webinar - Wed 24th @ 12:30 CET 23/01/2024

Don't miss out on our lunch time webinar tomorrow at 12:30 CET.

Register and secure your space now and we will send you your login details.

Register for our FREE upcoming investment webinar - Wed 24th @ 12:30 CET Having a plan and investment strategy in place is essential to financial freedom. Register for our webinar and learn how to generate sustainable returns.

Register for our FREE upcoming investment webinar - Wed 24th @ 12:30 CET 17/01/2024

Find out how our clients benefit from secure and stable returns above international bank rates and plan for their financial freedom.

Register for our FREE upcoming webinar on Wednesday 24th January @ 12:30 CET.

Register for our FREE upcoming investment webinar - Wed 24th @ 12:30 CET Having a plan and investment strategy in place is essential to financial freedom. Register for our webinar and learn how to generate sustainable returns.

Get your finances in shape for 2024 with these 3 easy steps 01/01/2024

Now is the best time to review your financial goals & objectives and implement strategies that will help you achieve them.

Happy New Year everyone 🎆

Get your finances in shape for 2024 with these 3 easy steps Here are three steps to help get your finances in shape for 2024 and put your money to work

Maximise Your Tax Relief For 2023 - Utilise Your Allowances 20/12/2023

Don’t forget there is still time to maximise your second and third pillar contributions. If you need any assistance please do not hesitate to contact us.

In the meantime we wish you all a very Merry Christmas and a happy new year 🥳 🎄 🌲🧑‍🎄

Maximise Your Tax Relief For 2023 - Utilise Your Allowances Before you break for Christmas ensure you have maximised your tax relief by taking full advantage of your second and third pillar entitlements.

Crypto execs say the bull run is underway and could lead to $100,000 bitcoin in 2024 04/12/2023

The bull run is definitely underway. Investors who were able to hold their positions and those who entered below 20,000 will be sitting very pretty right now.

At what price do you exit and realise these gains?

Crypto execs say the bull run is underway and could lead to $100,000 bitcoin in 2024 Excitement around a bitcoin ETF being approved in the U.S. next year as well as the bitcoin halving is fueling a rally in cryptocurrencies.

04/12/2023
Maximise Your Tax Relief For 2023 - Utilise Your Allowances 25/11/2023

Hello everyone.

I thought you might find my article useful. Time is running out to take advantage of your third pillar and second pillar buyback’s. Happy to advise if you need any help.

Maximise Your Tax Relief For 2023 - Utilise Your Allowances Before you break for Christmas ensure you have maximised your tax relief by taking full advantage of your second and third pillar entitlements.

Genève en dix fondues à ne pas manquer 04/11/2023

Genève en dix fondues à ne pas manquer Envie d’une fondue? Voici dix adresses genevoises où la déguster les yeux fermés.

Maximise Your Tax Relief For 2023 - Utilise Your Allowances 20/10/2023

It is that time of year again. Just a gentle reminder to everyone to ensure you have maximised your tax relief before the end of the year.

Maximise Your Tax Relief For 2023 - Utilise Your Allowances Before you break for Christmas ensure you have maximised your tax relief by taking full advantage of your second and third pillar entitlements.

Timeline photos 29/09/2023

The lights visible from this country were redder and more purple than green commonly seen at the poles. This is down to the particles reacting with nitrogen.

https://www.worldradio.ch/news/bitesize-news/northern-lights-over-switzerland/

Our Model Portfolios - Put your cash reserves to work 25/09/2023

Put your money to work and achieve your financial goals

Our Model Portfolios - Put your cash reserves to work Bespoke to suit your needs. Whatever your goals might be, investing your capital is going to be fundamental to helping you achieve them.

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