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The "OPTIMA" analysis |
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Our experience and relationships built during
these years enables us to offer you a wide range of skills in
areas as diverse as taxation, finance, real estate, retirement
provision, property and inheritance law. |
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The analysis we offer is personalized and takes into consideration
all the parameters having a direct or indirect influence on the
taxes, assets and liabilities, real estate, and retirement.
This is not a simple analysis of your social situation. Our
analysis determines the possible loss of earnings and / or a lack
of foresight. And to show you ways you can prepare yourself for
the future by planning ahead and optimizing your assets.
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The results of our "OPTIMA" analyses and advice combined
with the proposed solutions and measures, you will enjoy
significant tax savings and improved performance for all your
investments. All this without adding any capital and without
increasing any risk ! |
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On our PRO platform, a large
number of professionals (brokers, insurers, bankers, trustees and
managers of wealth), is now offering their customers an
"OPTIMA"analysis. This is especially useful for larger scale
and more complex asset structures that gives a clear and
comprehensive vision of their current and future situation and
provides an alternative to more professional management, taking
into consideration a criterion, that often ignored by managers and
professionals: taxation ! |
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Who should profit from "OPTIMA"analysis ? |
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To all those who think they pay exssives taxes and are not
satisfied with the performance of their investments
(securities, pension policies, savings, etc.).
To all those who wish to Identify tax charges property
and inheritance law early on and evaluating structuring
options to avoid unpleasant surprises (taxes, fees etc..). |
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With the families
which have a construction project,
mortage
credit |
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To all those who simply want to have an "x-ray," of their
overall situation (taxes, social, financial, family). |
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Documents necessary for the analysis |
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Copies of last tax return (declaration + rating) |
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(To determine precisely advance tax parameters and to work in full
compliance with criteria and case of law) |
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Last account statement of your 3A pillars |
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Last account statement of retirement pension (pillar 2) |
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Estimated income year |
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(Anticipating the future taxation to avoid unpleasant surprises). |
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Please send all above documents to the following address: |
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OFP Office
d'Analyse
Optimisation Fiscale & Patrimoine
Rue de Vevey 218
Case postale 447
1630 Bulle 1
Or Fax +41 (26) 322 00 22
Or email it to :
info@optimisation.ch
In order to have an answer from our parte please send us
your complete file
A privacy statement will be sent to you upon receipt of
documents. Any information or document is treated strictly
confidential and secure.
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If you would like to have a social analysis, please send us
the following documents : |
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Copies of life insurance policies |
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LPP certificate |
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Date of your marriage, or divorce |
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(To calculate income and expenditure after retirement AI / AVS) |
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Statement of your individuel retirement account (AVS) |
