The Swiss Retirement Question

This is for you if

This private breakfast is designed for:

UK nationals living in Switzerland or planning to retire there
Individuals aged 50 and over, with UK pension assets
Families whose retirement spans both UK and Swiss tax systems
Those who have not yet reviewed how the April 2027 change may affect their pension and estate
Clients who want a structured, adviser-led view before making any decisions

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Why now

From April 2027, your UK pension may form part of your estate.

That single line, buried in the 2024 Autumn Budget, is expected to reshape how British retirees in Switzerland think about retirement capital. Unused UK pension funds, currently sitting outside the inheritance tax estate, are expected from April 2027 to fall within it.

For UK nationals who plan to live, retire, and remain in Switzerland — and whose Swiss residency, family, and tax position bear no resemblance to the UK system — that change does not arrive in isolation. It arrives alongside a Swiss tax framework that already treats pension lump sums under a preferential regime, and a Swiss QROPS landscape (through schemes such as PensExpert) that has matured into a credible planning vehicle.

On 9 June, we are hosting that conversation properly — not in the abstract, but in real numbers, with real options, and with the people who advise on them every day.

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Reserve Your Spot

What this morning helps you understand

This is a working session, not a sales pitch. By the time the room empties, you will leave with:

A clear view of the April 2027 inheritance tax change and its specific impact on Swiss-resident estates
An understanding of how UK and Swiss tax treatments of pension drawdown differ — and where the planning opportunity sits
A grounded view of how Swiss QROPS work — who they suit, who they do not, what they cost, and what they do not solve
A direct line to two of Skybound's most experienced pension advisers and Bordier's Chief Economist
Time and space to ask the question you arrived with

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The morning

Breakfast is served on arrival. The discussion runs in three parts — the macro picture for European wealth, the practical implications of the April 2027 change for UK pension assets, and the planning routes available to Swiss-resident families. The session is designed to flex around the room's questions; it is a conversation, not a presentation.

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In partnership with Bordier & Cie

Founded in Geneva in 1844, Bordier & Cie is one of Switzerland's most enduring private banks - independent, family-led, and built around the discreet stewardship of private client capital across generations. The firm's long-horizon approach to wealth planning sits naturally alongside the questions facing UK retirees in Switzerland today.

We are honoured to be co-hosting this session at Bordier's historic head office on Rue Henriette-et-Jeanne-Rath, between Place Neuve and the lake — an address woven into Geneva's private banking story for the better part of two centuries.

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Reserve Your Spot

Your Hosts

Carla Smart

Group Head of Pensions, Skybound Wealth

Carla leads Skybound's Pension Services division and brings more than fifteen years' experience advising expatriates on cross-border pension planning. She is the author of Skybound's most recent Quarterly Pension Report and a frequent voice on UK-Swiss retirement structures.

Peter Gollogly

Regional Director, Skybound Wealth

Peter advises UK nationals across continental Europe on the wealth-planning, tax, and estate questions that arise from international living. A senior practitioner who has guided private clients through every major UK tax change of the last two decades.

Gianluca Tarolli, CFA

Co-CIO, Chief Economist & Strategist, Bordier & Cie

Gianluca leads Bordier's investment strategy and macroeconomic research. He sits on the bank's investment committee and is a regular contributor to the financial press on European monetary policy and long-term asset allocation for private clients.