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DirectoryFinance & InsuranceInsurance CompaniesSiglistorfMargrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH
Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH Logo
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Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH

Summary

About the company

Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH provides financial planning, retirement planning, asset management and pension planning for private clients. Its services for business clients also include tax optimisation and succession planning.

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Financial planning
Financial planning looks at investments, retirement provision, insurance, taxes and budget as a whole; analysis of the documents, assessment of the current situation, specific optimisation opportunities and support with implementation.
Retirement planning
Retirement planning for disability, death and old age; comprehensive retirement analysis, reduction of overinsurance, closing of gaps and planning of buy-ins as well as staged withdrawal of capital.
Wealth management
Wealth management for investments, taking into account taxes, risk willingness, risk capacity and liquidity needs; analysis of the markets, investment decisions and portfolio monitoring.
Pension planning
Pension planning with decision support for a pension or a capital payout; analysis of the financial situation, tax aspects, retirement strategy and preparation for retirement.
Inheritance planning
Inheritance planning for timely settlement of an estate, tax-optimal structuring, provision for the partner’s benefit, as well as liquidation and division of an estate within the scope of a mandate.
Tax optimisation
Tax optimisation for private and corporate clients; tax planning before the tax return, reduction of the tax burden and consideration of various optimisation aspects.
Business succession planning
Business succession planning for companies and assets; clarification of the legal form, inheritance matters, shareholdings and retirement provision, as well as individual solutions for an orderly transition.
Owner-occupied property
Consulting for owner-occupied property for buying and selling, rent-or-buy, capital gains tax on land, financing, affordability calculations and a financing concept for properties.
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Location

Büntlistrasse 6
5462 Siglistorf

At a glance

Legal form
Limited Liability Company
UID
CHE-407.903.230
Founded
2015 · 11 years
Last commercial register change
June 21, 2024
Employees
1 to 10

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