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Living in and Leaving Switzerland: Tax efficiency and investing

Hosted by the Consul of the Zurich Professional Networking Group
Business & Networking
Event Cover Photo
Took place 2 months ago
Tue 14 Nov 18:30 - 19:30

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See you there!

Many expats living in Switzerland have one of two questions:

What do I need to know as a newcomer to Switzerland?
What do I need to know about leaving Switzerland?

Phil Garton and Rodric Davies will go over a few topics that will affect your ability to preserve your wealth through tax efficiency and investing in Switzerland.

Living in Switzerland
- Tax returns - Are you a B permit holder? Then why aren’t you filing to get some taxes back?
- Tax efficient savings - bank vs insurance - One is right for you but which one?

Leaving Switzerland -
- How to leave Switzerland tax efficiently? In the EEA or outside of the EEA
- Moving to Spain or the UK or Germany? - How to pay less taxes on your wealth when you move?
- It may seem daunting but the Swiss system is very beneficial to those that know the basics. You can’t ask the right questions if you don’t even know that there is a question to ask.