As a Wealth Manager at deVere Switzerland, I specialise in guiding international clients in Switzerland through the intricacies of their 1st, 2nd, and 3rd Pillars, ensuring you maximise your tax deductions with an expert 3A and 3B strategy. Once we establish a solid financial foundation, we will collaborate to achieve your long-term ambitions.Investments: I leverage the leading global investment banks to source the best market offerings, ranging from fixed yields and capital protection to ETFs, funds, and regular savings plans.Education planning: Sending children to university can be daunting, so I'll help you craft a personalised plan to secure their future education.Insurance: Life insurance and critical illness coverage are crucial for families living abroad and can be integrated into your 3A or acquired separately.Tax optimization: I'll ensure your finances are optimized for life and retirement in Switzerland, while also crafting a strategy for potential relocation. Remember, taxes can be as impactful as your investment choices, yet often get overlooked.Swiss exit planning: I'll guide you through the process of cashing out your Swiss pensions and other assets in a tax-efficient manner.Cross-border planning and repatriation: Recognizing Switzerland's transient nature, I assist clients in planning for their eventual departure. Early planning is key, particularly for countries like the UK and Australia with generous incentives, as international relocation can be costly if mishandled.UK & International pensions: There’s more choice than ever for accessing your pension. I can advise you on the pros and cons of each option, and the local tax implications in Switzerland, so you can make a fully informed decision on the best solution for you.Inheritance tax planning & domicile: Often dubbed the "most hated tax" in the UK, inheritance tax can significantly impact your estate. However, careful planning can alleviate this burden.Investment property: With access to investment properties worldwide, I'll keep you informed of relevant opportunities that align with your needs, should property investment be of interest.I'm a fully qualified financial advisor and pursuing the Level 6 Advanced Diploma in Financial Planning to become a chartered financial advisor.My mission is to empower expatriates and international investors like you to reach and surpass your financial goals. Through a collaborative approach, I'll craft, implement, and manage bespoke financial strategies and solutions that help you create, grow, and maximize your wealth.
Listed skills include Sales Management, Negotiation, New Business Development, Customer Service, and 3 others.
