If you’re living in Switzerland and managing your own investments, you might be wondering what you can deduct on your Swiss tax return. The good news? There are some deductions available, but the rules are nuanced, vary between cantons, and apply only to specific types of fees.

This article summarizes the key federal rules, highlights common cantonal variations, and explains which investment-related fees are deductible. While deductions are limited, they can reduce the overall tax burden, making them worth reviewing.

September 2025

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Not many of us are in our jobs for life these days. Most of us are likely to change employers at least once during our careers and for any number of reasons. At times of significant change, it’s very easy to forget about something like your employer pension but maybe it should be a bit higher on the list of things to pay attention to?

Have you ever wondered what happens to it when you change employers, your employment is terminated or perhaps you decide to take a career break? What if you have been away from work for a few years and have lost track of your Swiss pension altogether?

September 2025

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Filing a Swiss tax return requires the taxpayer to declare all elements of their worldwide income and worldwide wealth. From a Swiss tax perspective this requires an understanding of how income and wealth are defined and taxed. Whilst income tax will be a familiar concept to most people, wealth tax or how it is assessed is not as common.

June 2025

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What is a DA-1 and should I be using it?

This is not an uncommon tax query in Switzerland. The quick answer is:

• It’s a form that can be filed with the Swiss tax return to claim back foreign (i.e. non-Swiss) withholding tax (WHT) on foreign dividend and interest income.

• It is filed by Swiss tax resident individuals who have incurred withholding tax on their foreign (non-Swiss)) dividend or interest income.

As one might anticipate however, the full answer is a little more involved. If you are a Swiss tax resident with investment accounts anywhere in the world, this article will be relevant to you.

June 2024

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We are a week away from April 18, 2022, the US tax payment deadline. If you are a US taxpayer outside of the United States on April 18, 2022, you will receive an automatic tax-filing deadline through June 15, 2022. Important! This is an extension file, NOT an extension of time to pay.

March 2022

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It is already the end of March, which means you have likely received all your tax documents and maybe even started the preparation of your 2021 US tax return. If you are worried about an unexpected tax bill, there are a few last-minute strategies you may be able to take advantage of.

March 2022

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Each year the IRS provides updated information related to the new tax year. Use this guide as a quick reference to the most common dates and tax provisions for American Expats.

February 2022

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“This article is part three of a three-part series. Each article will dive into one part of the Swiss pension system”

January 2022

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“This article is part two of a three-part series. Each article will dive into one part of the Swiss pension system”

January 2022

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“This article is part one of a three-part series. Each article will dive into one part of the Swiss pension system”

January 2022

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“A Roth conversion is one of the most classic and effective tax planning tools available to U.S. taxpayers. If your taxes rise a Roth IRA conversion or contributions can save you a considerable amount of money in taxes over the long term. However, there can be major drawbacks to this strategy for U.S. citizens who are currently living abroad or planning to retire abroad.”

February 2021

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“US citizens who live and work abroad are subject to an annual US tax filing requirement on their worldwide income. This may mean a tax liability in your resident country as well as in the US. Many Americans are surprised to learn they have this additional US tax liability. Making an estimated tax payment will help you avoid additional underpayment penalties. The IRS expects to receive its tax throughout the year, through estimated tax payments. If you do not pay enough tax through the year, you may be charged an additional underpayment penalty, even if you are due a refund when you file your tax return.”

January 2021

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