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Pillar 3a: Making up for missed contributions – Here's what's changing from 2026!
Have you not fully utilized the maximum contribution to Pillar 3a in the past? Until now, this money was irretrievably lost for your private retirement savings – and for your tax savings. But there's excellent news: The Federal Council has amended the ordinance (BVV 3), so that subsequent contributions to Pillar 3a will soon be possible. Here you can find out how the new regulation works, what conditions apply and what you need to pay attention to. Only new gaps from 2025 onw

Martin Beiner
7 hours ago2 min read


Checklist Swiss Tax Return
It is that time of year again when the Swiss tax return requires your attention. Preparing your documentation early ensures you claim every possible deduction and only pay the tax that is strictly necessary. To help you navigate this process smoothly, we have compiled a comprehensive checklist of everything we need to prepare your 2025 filing. Main Tax Forms & Prior Year Records 2025 Swiss Tax Return Form: Please provide either a scan of the first page of the official 2025

Martin Beiner
Jan 16 min read
The End of Imputed Rental Value: What the Swiss Tax Reform Means for You
On September 28, 2025, Swiss voters approved a landmark reform that will fundamentally change how residential property is taxed. For decades, homeowners have had to pay tax on a "fiktiver Mietwert" or imputed rental value—a theoretical income for living in their own home. While this is being abolished, the trade-off involves the loss of several key tax deductions, meaning homeowners must act now to prepare for the new system, which is expected to take effect in 2028. The Core

Martin Beiner
Dec 22, 20253 min read


Who must file a tax return in Switzerland?
One of the most asked questions I get from my audience is: “Do I have to submit a tax return in Switzerland?” As most of the time when it comes to questions about taxes the answer is: “It depends…”. It depends on two factors. One is your personal situation. The other one is your income. At the end of this article, you will know whether you must file a tax return in Switzerland or not. Swiss citizen, C permit holder A Swiss person or a person holing a C permit must always file

Martin Beiner
Dec 20, 20252 min read
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