The core activity of Stoffel Sanktgallen is consulting and planning in the areas of pension planning, taxes and asset management for private individuals and companies in Switzerland. This includes in particular the optimization of pension plans, tax planning, asset protection, inheritance planning and the management of pension funds.
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Industry:Fiduciary Offices
✓ Offered6
Tax advisory
Tax advice, tax planning and optimisation of the tax burden; use of statutory deductions, coordination with occupational and bound pension provisions, support with the tax return.
Retirement planning advice
Advice on retirement planning for retirement, AHV, BVG and pillar 3a/3b; retirement planning, pension or lump-sum withdrawal, portability benefits and beneficiary rules.
Wealth management advice
Wealth management advice with risk analysis, assessment of securities portfolios, asset structure, asset protection, ETFs, and inclusion of real estate and pension assets.
Inheritance planning
Inheritance planning and transfer of assets, including statutory succession and reserved shares, business succession, executors of wills and tax questions related to inheritance.
Pension plan buy-ins (2nd pillar)
Advice on pension plan buy-ins for employees and self-employed persons, WEF withdrawals, contribution years and the tax implications within retirement planning.
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