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DirectoryFinance & InsuranceFinancial ServicesBaselExpat Swiss Tax Return GmbH
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Expat Swiss Tax Return GmbH

Summary

About the company

The core activity of EXPAT SWISS Tax Return encompasses comprehensive financial consulting for private individuals and companies, including: individual financial consulting, tax consulting, insurance consulting, home financing, wealth planning, and retirement planning. Furthermore, the company also offers services in the real estate sector, including: buying and selling real estate, renting real estate, and real estate search. The company positions itself as an independent financial advisor and offers long-term customer care.

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Tax advisory and tax return
Advisory on all tax matters, long-term tax planning and optimisation, with regular handling of tax returns for income, wealth and inheritance tax issues.
Individual financial advice
Individually tailored financing concepts following a personal consultation, analysis of the current situation and of needs and goals; particularly for private and real estate financing.
Insurance advice
Comprehensive advice on insurance products, elimination of duplicate coverage, closing of insurance gaps, and premium and benefits comparisons for private individuals.
Owner-occupied home financing
Advice and solutions for owner-occupied property with mortgages, construction loans, amortisation, special financing, home search, property sale and property valuation.
Wealth planning
Comprehensive wealth advisory including funds and investments, analysis of expected returns and risk tolerance, with a focus on the tax impact and investment return.
Retirement planning advice
Private retirement provision analysis and advice, early pension planning taking into account tax changes and the desired retirement date.
Personal finance and tax advice
Advice for private individuals on financing, taxes, insurance, wealth planning and retirement provision, with independent, tailored support.
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Location

Stöberstrasse 35
4055 Basel

At a glance

Legal form
Limited Liability Company
UID
CHE-220.019.860
Founded
2015 · 11 years
Last commercial register change
September 8, 2017
Employees
1 to 10

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