Tax and financial services for homeowners and property buyers
Financing a house or apartment: The mortgage
We would be happy to support you as a property buyer with an independent analysis and tailor-made financial services to help you finance your dream property. With a wide range of mortgage and loan offers, even outside of expensive banking products, we show you possible options.
With our mortgage calculator you can quickly get a cost estimate. The interest rate calculated is not to be understood as a binding offer, but is indicative. Contact us for a more detailed analysis and other financial services such as very attractive Saron mortgages, based on our mortgage checklist.
Insuring and securing the property
- As a property buyer and future homeowner, you need to protect your newly acquired property comprehensively. We support you in selecting and adapting mandatory and necessary insurances such as building or household contents insurance.
- It is worth adapting your own and your family's living situation to the changed circumstances after the purchase. Together we will clarify whether affordability is also guaranteed in the event of disability or death.
- As a property owner, you never know how the environment will develop and what the future will bring. independent Clarifying your existing legal protection insurance and conducting a thorough needs analysis are worthwhile.
Implementation of the house or apartment sale
If you want to sell your property quickly and at a good market price, you don't need an expensive broker. We do this by focusing on price determination and offering it in an auction process at a fixed price.
This service is currently being developed regionally. Contact us if you are already planning a sale or would like to find out more about other financial services.
NEWS AND THINGS WORTH KNOWING ABOUT YOUR TAX RETURN
Make an appointment – submit documents – complete tax return
On September 28, 2025, the imputed rental value for owner-occupied properties in Switzerland was abolished by the people and the cantons. The imputed rental value will therefore disappear from the tax return. When will the abolished imputed rental value take effect? Expected in two to three years, i.e., 2028. We will process the 2028 tax return in 2029. What can you do until then? ...
Tax Planning Appointments Tax planning appointments can be scheduled online directly, similar to the tax return appointments. During the tax planning appointment, all tax questions are addressed in the annual meeting, including how measures can be implemented to save even more and better taxes in the coming years. In the following video, we demonstrate what this means: The tax planning appointments require, ...
Free initial property gains tax consultation Simpletax Appointments for a free initial consultation regarding capital gains tax on real estate can now be booked online. These can be arranged in Dübendorf or via Teams meeting. Professional initial consultation on capital gains tax on real estate: To prepare, we would appreciate it if you would complete the form for clarification and preliminary calculation of the capital gains tax on real estate. Why is it important to calculate the capital gains tax on real estate before the sale? ...
While many younger people and families are faced with the question of “rent or buy”, homeowners are often faced with the question of what to do with the property when their personal situation changes and their own use is no longer the focus: rent or sell? The reason for this could be a change of residence, the children ...
The deferral of the property gains tax in the canton of Zurich makes it easier to purchase a replacement property when moving to a new home. Using the canton of Zurich as an example, the following table shows the three cases in which the tax is completely deferred, partially deferred or must be paid immediately and in full. Optimize the deferral of the property gains tax ...
Simpletax has published a revised property gains tax checklist. It lists the most important documents and receipts for completing the tax return quickly. Property gains tax checklist: what deadlines apply? At most cantonal tax offices, the deadline for submitting the tax return is only 30 days. Depending on the property and documentation, the receipts can fill up files. Therefore, it is advisable to check with the tax office ...
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