Our advice provides you with truly realizable recommended courses of action – recommendations on which you can rely.
Many providers claim that it is possible to make tax savings by concluding certain pension plans. We analyze the tax consequences of these offers and make comparisons of the tax burdens to show you the most cost-effective approaches. In doing so, we take into account the potential refinancing effects which can arise from tax savings and from the tax payable when the time comes to draw the pension. Our assessment of the overall picture also involves looking into alternative capital investments. Here, aspects such as flexibility and withholding tax are of special significance. The outcome of these considerations is then discussed in person with you. The advice we give includes truly realizable recommended courses of action – recommendations on which you can rely.
Our range of services includes:
- determining gaps in retirement pensions
- examination of various pension schemes (Rürup and Riester schemes)
- analysis of all types of capital investments
- critical examination of your insurance policies
- company pension schemes