This service is targeted at the English speaking expatriate who needs to fill in a tax return and comply with the local Swiss regulatory requirements. We understand that if your language skills are limited it is a huge advantage if you can delegate this task to someone who can explain your obligations and minimise your taxation obligations.
Financial planning
This service is also targeted at the English speaking residents and potential future residents in the Lake Geneva area who need to optimise their personal taxation relating to their financial and estate planning. The benefit is to provide a guide to explain the potential taxation consequences of your financial planning.
Trust accounting and administration
This service is targeted at individuals who are trustees and who need an independent trust administration and accounting function. The benefit is to have a high quality and cost effective service that can be relied upon to carry out the trust accounting and administration function thus providing segregation of duties and avoiding potential conflicts of interest.
