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PENSION ADVISORY SERVICES

 

Retirement Planning

 

We are specialised in advice and asset planning with regard to retirement with particular consideration given to the relevant tax, financial and pension fund issues.

  

 

 

Succession Planning

 

We provide assistance to our clients in business entity succession matters.

 

    

 

Insurance

 

Clients can benefit from our know how in social security matters as well as from our advice and planning from a tax optimization point of view in the payout of life insurance policies.

 

 

 

Social Security Plans

 

We provide comprehensive advice to entities regarding the drafting and implementation of social security plans.

 

 

 

                                                 

BB Treuhand AG · Rathausstrasse 7 · CH-6341 Baar · Phone +41 (0)41 768 91 19 · Fax +41 (0)41 768 91 10