Adviser Corner
November 20, 2024
The Growing Importance of Unbiased Advice for Expats
Christopher Ellis, Senior Financial Planner, explains why impartial advice and tailored wealth strategies are vital for expats facing complex markets.
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Whilst Switzerland remains a firm favourite with international workers, the changing landscape makes it harder for expats to plan for the future as effectively as in years gone by. So when your career takes you to Switzerland, sound international advice, independent choices and secure, confident decisions are required.
‘Having the right Financial Plan in place can make those difficult decisions a little easier.’
As you are living and working in Switzerland, it makes sense that your financial planner should be close by and understand the local challenges you may face when planning your finances. If you are planning on retiring overseas in Switzerland then it is always advisable to get your existing pension reviewed by one of our independent advisors who are on hand to offer you the advice and support that you need.
Established in Geneva, Skybound Wealth Management's Swiss office has grown over the last ten years and know the best ways for you to take advantage of the many benefits of living in the country. Whether it's by implementing offshore saving plans, transferring your UK pension or by setting up a Vested Benefit account.
Below is a brief overview of some of the core issues you will face while living and working in Switzerland. You should consider these when growing, protecting and planning for your financial future.
Different Cantons have different laws and regulations. Often many expats live in France and travel to work in Switzerland. Knowing the implications, benefits and pitfalls of cross-border advice is how Skybound Wealth Management has grown to be the largest and most recognised Financial Planning brand in the region.
Portability is often a major requirement for expats in Switzerland, often moving within Europe and requiring financial solutions which can do the same.
Whether it be helping you understand the Three Pillars, the recent changes to French tax law or finding the best education for your children, Skybound's planners can help simplify your choices and find the best ones for you.
In Switzerland Skybound helps you plan for the lifestyle you dream of, ensuring your family is protected should the worst. We help make your hard earned savings work as hard for you, as you have to earn them.
So whether you would like advice on any UK pensions or local advice on your healthcare scheme, Skybound Wealth Management has the knowledge to deliver.
If you are living in Switzerland and would like some jargon-free, independent help to get your finances in order then please get in touch and we’ll see how we can help.
Contact our office today to make the most of your higher earnings and build a truly international financial plan for your future.
SWM Financial Planning SA
International Center Cointrin,
Block C, First Floor (C2)
20 Route De Pre Bois, CP 1821,
1215, Geneva 15
Steve Conde
Mourad Ketani
Rodrigo Tardelli
Through a combination of passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, Skybound exists to guide you through the important decisions required today, to ensure you benefit from the freedom of tomorrow.
Talk To An AdviserYou can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
An International Wealth Management Company Built Upon That, Which Is Most Precious To You. The Desire For Freedom & Benefit.
The biggest investment we make isn’t into a single stock or share, it’s our commitment to helping you realise the future you deserve .
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