Switzerland Cross Border Resources

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Thanks to the Financial Planning Association for sharing their material to create this page.


Contents

Cross-Border Planning - Overview

Great Content: The Financial Planning Association has volunteer Geographic Focus Groups that have created overviews of the planning profession in different countries, including Switzerland. Additional country content can be found on the public section of the FPA web site under Cross-Border.



Switzerland

In an effort to provide information on financial planning issues in Switzerland, FPA volunteers have gathered the following links together to point you toward a variety of different resources.

Each link has a descriptive tag explaining what type of site the link goes to. The tags are:

  • GOV for government or regulatory sites
  • ORG for non-profit or association sites
  • EDU for academic or educational sites
  • COM for commercial sites, such as product providers

Virtually all of the links lead off of FPA's Web site.

Quality of Life — Local Flavor & Customs

Health

Social Security Coverage

Education Standards & Costs

Ex-pats Opinions on Quality of Life

Immigration Issues

Legal Residency

Visas & Immigration Requirements

Cash Management

Bank Accounts

Currency Conversion

Cost of Living Analysis

Housing Issues

Tax Planning

Determining Liability for Income and Gains Taxes

Determining Liability for Estate Taxes

Exit Taxes and Final Tax Return

Foreign Tax Credit Arrangements

Local Taxation of Non-local Pensions and Investments

Risk Management

Local Litigation Risks

Liability Insurance

Health Insurance

Property Insurance

Retirement Planning

Local pension design and tax structure on encashment

Social Security Agreements Between Countries

Estate Planning and Succession Taxes

Local Taxation of Non-local Trusts

Referrals to Local Financial Planners

Miscellaneous

Personal tools