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Accounting, Tax & Fiduciary Services
Retirement Planning & Payroll Services
Our Focus:
- Comprehensive planning of pension benefits and risk analyses for the future
- Advice on advance care directives, wills and tax optimisation
- Outsourcing of personnel administration, including payroll and social insurance
Where people are at the center, you seek reliability and trust – whether in payroll management or planning new life phases.
Retirement planning is a cornerstone of an orderly life after employment. Given the challenging circumstances of a low-interest environment and demographic shifts, we believe it is more important than ever to plan retirement proactively and comprehensively.
This also includes addressing questions about managing assets and providing for the next generation. With good planning, you can ensure that pensions and investment income are sufficient for daily living, the timing of partial or full retirement is chosen wisely and asset arrangements for heirs are clearly structured.
In day-to-day business, companies should not waste time on administrative tasks outside their core competencies. We provide targeted and effective relief through outsourced HR administration. We manage your payroll, handle social and private insurance matters, prepare payroll reports, and advise you on complex personnel issues.
Our Services
- Short- to long-term planning of pension benefits
- Risk analysis of retirement benefits in the event of illness, disability or death
- Consulting on retirement mandates and wills
- Creating retirement plans and offering tax advice
- Managing payroll administration
- Handling social insurance matters
- Processing staff insurance claims
- Preparing payroll reports
Your Added Value
- Modern tools and processes to adapt flexibly to your HR needs
- Extensive experience in retirement planning for entrepreneurs, thanks to our interdisciplinary expertise
- Small, customer-focused consulting team with long-standing experience
