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We optimize the structure of your assets from a tax
perspective |
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We analyze your assets and show you how you can optimize
after-tax returns |
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Your Marginal Tax Progression "MTP"
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(the worth of your
last 1'000.- Fr Tax) |
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A "MTP" higher to
more then 30-40% |
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A
fast and free in-depth analysis of your "MTP" |
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We conduct an in-depth analysis of your financial situation
optimize after-tax returns if you have |
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A taxable fortune |
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Money market or
fiduciary investments |
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3A or 3B - Pension
and retirement planing |
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A home
construction project,
mortage
credit |
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Cash |
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A concept based and designed for tax and financial optimization |
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The marginal tax progression varies depending on the tax
residence, income, wealth and family situation of each
taxpayer, it is representative of the actual taxable cost of
CHF 1,000.-.
If this increase is 40% this means:
- That the bank returns (excluding investments in shares) are
subject to this rate instead of the 35% withholding tax and
only if they are registered !
- For every CHF 1'000.- income, more or less the difference in
tax will be
CHF 400 .- |
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The result after the analysis "OPTIMA" |
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A significant
decrease in your tax charges |
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Improved
performance guarantee for all of
your existing investments |
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Greater security with less risk |
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A clear vision of your financial, taxes social and inheritance
plans situation |
