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By following these five retirement planning tips for expats living in Switzerland, you can take proactive steps to ensure a financially secure and comfortable retirement.

We breakdown everything you need to know about the Swiss 2nd Pillar pension. Including who is eligible, whether you should maximise your contributions, and how to use voluntary contributions for added security.

Curious about working with a Financial Planner? Our upcoming blog explores the true value of financial advice—beyond just managing investments. Dive into the multifaceted role these experts play in shaping your financial well-being. Stay tuned for insights that could redefine your approach to wealth management.

Thinking about returning home after living in Switzerland? Repatriation is more than just packing up and moving—it requires careful planning and preparation. In our latest blog, we dive deep into the complexities of repatriation, offering practical tips on how to handle everything from tax obligations and pension transfers to navigating reverse culture shock. Don’t miss out on this essential guide to repatriation success!

This question became paramount when a married couple, immersed in their careers while neglecting their financial future, sought guidance from Rosbotham Finance.

As an expat in Switzerland, ensuring your children are protected if something happens to you is crucial. Setting up guardianship is an essential step that balances Swiss laws with your personal wishes. In this guide, we'll explore some key things to consider, from including guardianship in your will to dealing with cross-border legal issues.

Are you prepared to make the most pivotal financial decision of your retirement? In this blog, we delve into the intricacies of choosing between a steady annuity or a lump sum payment for your retirement savings.

Struggling with soaring private school fees impacting your financial plans? Discover how parents can navigate rising educational costs without sacrificing retirement goals. Learn the art of strategic financial planning in our exclusive article.

We breakdown everything you need to know about the Swiss 2nd Pillar pension. Including who is eligible, whether you should maximise your contributions, and how to use voluntary contributions for added security.

Curious about working with a Financial Planner? Our upcoming blog explores the true value of financial advice—beyond just managing investments. Dive into the multifaceted role these experts play in shaping your financial well-being. Stay tuned for insights that could redefine your approach to wealth management.

Explore the pros and cons of lump sum investing versus dollar cost averaging in our latest blog post.

As we embrace the dawn of a new year, it presents not only an opportunity for reflection but also a strategic juncture to embark on a transformative financial planning journey. Plus, discover 4 key areas to review in January to ensure a financially successful 2024.

In this blog we delve into the intricacies of the UK and Swiss state pension systems for expats, examining their structures, benefits, and considerations for retirees.

By following these five retirement planning tips for expats living in Switzerland, you can take proactive steps to ensure a financially secure and comfortable retirement.

Curious about the secret to unlocking maximum retirement income while minimising tax burdens? Dive into our latest blog post, where we discover how strategic drawdown strategies can make all the difference in securing a prosperous retirement.