Life Stories

Would you like to optimise your income? Then you should make full use of your tax-saving opportunities – with occupational provisions, for example. Making a pension fund purchase is worthwhile. On the one hand it gives you financial independence in old age, while on the other you benefit from lower taxes now. This not only relieves your household budget, but also gives you confidence for your financial, self-determined future.

Eliette and Daniel had no intention of buying their own home. However, when Eliette's parents suddenly announced that they wanted to sell their beloved house in Geneva, Eliette and Daniel quickly decided to take over the parental home. Find out in our home story what prompted the young couple to do that, and how they now lead a self-determined life.

The partial revision of Swiss inheritance law will enter into force on 1 January 2023. The new provisions will enable you to decide in a more flexible and self-determined manner who is to receive how much of your estate. You will be free to dispose of a larger portion of your estate at your own discretion. New features include a reduction in the compulsory portions for descendants and discontinuation of the compulsory portion for parents. Swiss Life gives you an up-to-date overview and explains what to keep in mind in your inheritance and succession planning.