In the tax blog of Simpletax and in the tax glossary we explain the most important connections between taxes and pension funds.
Deductions from pension provision are possible when paying into the pension fund. These funds are taxed as pension income or at a reduced tax rate when withdrawing capital.
Tax deduction for the 3rd pillar in 2025 Pillar 3a supplements the AHV and the BVG. Payments into an account or into a pillar 3a insurance can be deducted from taxes. For the 3rd pillar in 2025, the maximum amount is 7 francs for employees. Double tax deduction from 258 If there were contribution gaps in previous years ...
Press release Dübendorf, 1 February 2023: For over 20 years, SimpleTax Tax services at fair prices in Switzerland. With clients ranging from working people and pensioners to expats, the Swiss company has established itself as one of the largest experts in the field of tax consulting. The company now offers SimpleTax also offers straightforward, holistic financial advice. ...
Financial planning is the basis for saving taxes. It is based on the individual life situation and the goals set. From this, you can easily derive a tax plan that saves a lot of money and avoids mistakes that cannot be corrected later. The tax and financial planning annual calendar and dates for the tax return (short term) Every year the ...
Surprisingly, only a few people have a budget plan. Some people seem to find it difficult to optimize their own finances quickly and sustainably with this simple tool. The most important elements are: Income: wages, pensions, additional income and interest Fixed expenses such as taxes, rent, energy, interest and transport costs Variable expenses: household, pocket money, leisure time, gifts, holidays and provisions ...
In the following article we will look at how inheritance taxes are taxed in communities of heirs. Which inheritance taxes must be paid? In some cantons, communities of heirs are considered taxpayers and fill out a separate tax return. Taxation of inheritance In the cantons of Zurich and Aargau, communities of heirs are not taxed as such. If you are an heir, income and assets from ...
Saving taxes: Good tax planning as a basis for maximum deductions Optimizing income and retirement provision Although the income situation in particular cannot always be strictly planned, most employed people, but also the self-employed, will earn more as they get older. Sometimes, however, there are also planned phases in life, e.g. travel, parental leave, a sabbatical or longer training, which ...