Taxea.ch

Taxea.ch concentrates on the retirement and pension aspects of relocation, helping expats make sense of Switzerland's three-pillar system and their vested benefits from abroad. They advise on AHV registration timing, Pillar 2 early withdrawal rules, and Pillar 3a strategy to maximize long-term savings. Their focus on this slice of finance means they've built deep knowledge about edge cases like bringing over a foreign pension fund or calculating contribution gaps.

Best for expats in their 40s or 50s who've accumulated pension rights elsewhere and need to optimize the transition, or younger arrivals who want a retirement strategy from day one. If you're unclear about how your foreign pension fits into the Swiss system, or you want to maximize Pillar 3a contributions within your income, Taxea's specialization offers clarity that broader advisory services might not reach.