Take the best of Switzerland with you.
Leaving Switzerland requires a rigorous exit strategy.
From your OASI statement to the tax optimization of your 2nd pillar, we ensure that your wealth remains an asset, wherever your next chapter takes you..
The OASI Statement (The Golden Ticket)
Order your individual account statement before leaving.
We retrieve and carefully preserve your contribution record so that every month worked in Switzerland counts toward your future retirement, wherever you may be.
Exit Splitting (2nd Pillar)
Do not send all your capital to a single vested benefits foundation.
As with a transition, we split your LPP into two accounts. This will allow you to withdraw these amounts in stages later on, thus optimizing the withholding tax on the capital, even from abroad.
The Conversion of the 3rd Pillar (Insurance)
Convert your 3a (tied) into a 3b (flexible).
If your 3rd pillar is an insurance policy, do not necessarily cancel it! We examine its conversion into a 3b to maintain your coverage and benefits without the constraints related to Swiss residency.
Exit Taxation (Withholding tax)
Anticipate the taxation of capital withdrawals based on your future country of residence.
The canton of the vested benefits foundation determines your tax. We strategically choose foundations based in low-tax cantons.
Remote Management of Vested Benefits
Grow your Swiss capital from abroad.
We implement high-performing asset management that continues to grow while you live your new adventure.
The Final Administrative Checklist
Departure notifications, pro-rata taxes, insurances.
We review the final details so you can leave Switzerland with peace of mind, free from administrative worries.
Choosing the right canton for your vested benefits can save you up to 50% in taxes on your capital withdrawal.
It is the final gift Switzerland can give you; do not miss out on it.
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