Private Advisory in Lucerne
Lucerne residents come to us for tidy tax returns, pillar 3a planning and budgeting that accounts for the canton's tourism-linked seasonal income. We work remotely with secure file sharing.
Lucerne residents come to us for tidy tax returns, pillar 3a planning and budgeting that accounts for the canton's tourism-linked seasonal income. We work remotely with secure file sharing.
Some decisions are made once. They should be right.
Lucerne combines Central Swiss tourism with an attractive corporate tax environment that draws companies and holdings. We support Lucerne SMEs and private clients with bookkeeping, tax and company formation, mostly location-independent from Wildegg.
What Private Advisory includes
Pension & retirement
Pillar 3a, pension fund, gaps — plan in time instead of regretting late.
Separation & divorce
Financial disentanglement, taxes, pension equalisation — accompanied matter-of-factly.
Moving to Switzerland
Arriving in Switzerland: taxes, insurance, dealing with authorities.
Budget & recovery
Regaining the overview — discreetly and without reproach.
Planet for Private Advisory in Lucerne
Responsible Commercial Register Office
Commercial Register Office of the Canton of Lucerne (Luzern)
Language region
German-speaking Switzerland
Availability
We look after Lucerne across Switzerland: we prepare bookkeeping and tax returns remotely, with personal meetings by arrangement.
Frequent questions from Lucerne
Is Lucerne a good canton to set up a company?
It can be — Lucerne has comparatively attractive corporate tax rates. We form your GmbH or AG (GmbH from CHF 2'500) and handle the filing with the Commercial Register Office in Lucerne.
In which languages do you advise?
German, English, French, Albanian, Bosnian, Turkish and Azerbaijani — so you can discuss complex topics in your strongest language.
Do you work with lawyers?
Where legal questions go beyond fiduciary advice, we work with experienced lawyers — coordinated by us.
Private Advisory in neighbouring towns
Here for you in Lucerne too
Tax return prepared for you
Tax returns for private clients: complete, on time and with every deduction you're entitled to.
Learn more →02Insurance & health insurance
Independent insurance advice: review policies, close gaps, switch health insurer.
Learn more →03Translations
Commercial and private documents, carefully translated, with fiduciary expertise behind the terminology.
Learn more →