Individual Services
At GENEVA FINANCIAL SOLUTIONS SA we understand that individual financial situations are unique and require personalized attention. Our team of experts is here to provide you with comprehensive and tailored advice to help you navigate complex financial landscapes.
- Management of tax declarations in various cantons
- Administrative Support
- Requests for tax rulings and voluntary disclosures
Tax Declarations
Management of tax declarations in various cantons
We prepare and submit your tax declarations, taking into account the specific requirements of each canton. Our expertise allows you to optimize your tax situation and benefit from applicable deductions while ensuring compliance with current regulations.
Administration
Administrative Support
We assist you with all administrative procedures related to your tax obligations. This includes communication with tax authorities, verification of your tax assessments, and assistance in case of claims or disputes.
Tax Support
Requests for tax rulings and voluntary disclosures
We help you with specific tax ruling requests to clarify complex or uncertain situations. Additionally, we manage voluntary disclosures to regularize your tax situation, ensuring a transparent and proactive approach with the tax authorities.
Financial Planning
Professional Retirement Planning
- Pension Buy-Ins: Optimize your pension fund by planning strategic buy-ins to enhance your retirement benefits and reduce your tax burden.
- Retirement Withdrawals: Guidance on the most tax-efficient ways to withdraw your pension savings.
- Pillar 3: Advice on building your private retirement savings for additional security and tax advantages.
Financial Planning
Real Estate
- Buying and Selling Property: Comprehensive support throughout the entire process of purchasing or selling real estate.
- Capital Gains on Real Estate: Guidance on managing and minimizing capital gains tax when selling property.
- Overseas Property Purchases: Expert advice on the implications and process of purchasing real estate abroad.
Financial Planning
Inheritance Planning
- Inheritance Declarations: Assistance with all necessary documentation and declarations to comply with legal requirements.
- Voluntary Declarations: Support with voluntary declarations to regularize inherited assets.
- Special Rulings: Negotiating special agreements with the tax authorities to optimize your inheritance tax situation.
Contact us
At GENEVA FINACIAL SOLUTIONS SA we are dedicated to providing clear, actionable advice that aligns with your personal financial goals. Whether you are planning for retirement, managing an inheritance, or dealing with real estate transactions, our team is here to help you every step of the way.