Understand taxes, use them and only pay the bare minimum.
Use your tax advantages with clarity and strategy, without any technical jargon.
More than just a duty when it comes to Taxes
Taxes are not just an obligation - they are a lever. With targeted measures, you not only save money, but also control how much you can use to build up your wealth. If you plan cleverly, you can save thousands of francs every year. And if you do nothing, you pay too much - every year.
Why is the topic important
What you need to look out for
Does a pension fund purchase make sense?
Are 3a contributions strategically exhausted?
Are real estate or renovations optimally integrated for tax purposes?
Is the company structure correctly aligned?
of the Swiss leave legal tax deductions unused. Year after year. Those who only pay taxes instead of paying them are giving away wealth.
What we do for you
We'll show you what's worthwhile - and help you implement it.
Planning tax-optimized measures
Implementation support with reminder function
Scenario calculation for planning security
Planning tax-optimized measures
Implementation support with reminder function
Scenario calculation for planning security
Your contact person
When it comes to financial planning, saving taxes is not a trick - it's a skill. Most people do not exploit their potential.
Philippe Muntwyler
Understand taxes, use them and only pay the bare minimum.
This is how a Caveo service works.
- Then you decide whether and how to proceed.
- We analyze your situation - individually.
- Clear next steps and recommendations.
- Your advisor remains available for queries.
- For updates, new questions or simply to check.
