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DirectoryFinance & InsuranceFiduciary OfficesNeutrale Beratung Treuhand GmbH
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Neutrale Beratung Treuhand GmbH

Summary

About the company

The core activity of the company 'Neutrale Beratung Treuhand GmbH' is the provision of trust and tax services for private individuals. This includes in particular: tax consulting and tax planning, preparation of tax returns, investment advice, pension planning, asset management, retirement and succession planning, and support for the founding of companies and transformations. The company thus offers comprehensive consulting and services for private individuals in tax and financial matters.

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Products & services

Industry:Fiduciary Offices
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Tax return
Tax returns for private individuals, including a bound copy with supporting documents, detailed tax calculation, review of the final assessment and extensions of deadlines.
Tax planning
Forward-looking tax planning to reduce the tax burden, including analysis of private and business circumstances and structuring of the overall tax burden.
Private financial planning
Private financial planning for income, expenses and assets, with coordination of taxes, investments and retirement provision, as well as planning of early retirement and inheritance matters.
Wealth planning
Wealth planning with structuring of risks, security and returns, as well as building a balanced wealth and retirement structure according to the wealth pyramid.
Retirement and pension planning
Retirement and pension planning with analysis of AHV and pension fund benefits, annuity or lump-sum withdrawal, early retirement and tax implications.
Wealth succession
Succession planning for transfers of assets, including will, asset inventory, document folder, statutory inheritance and advice on inheritance law and taxes.
Company formation
Advisory support for company formation and business start-up, covering topics such as taxes, security, liability, finances, assets, personnel administration and start-up accompaniment.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 256 reviews across all connected sources

Sources
GGoogle4.9256
★TrustpilotSoon
PProvenExpertSoon

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Location

Rötistrasse 3
Opening hours
Mon
Closed
Tue
Closed
Wed
Closed
Thu
08:30 - 16:30
Fri
08:30 - 16:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-112.487.276
Founded
2005 · 21 years
Last commercial register change
February 18, 2020
Employees
1 to 10

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