Creating and selling a business, purchasing and transfering real estate are life stages which correspond to specific needs in insurance, pension, taxation and finance.
This also applies to important life events such as the birth of a child, higher education, marriage and pension.
For each event, and it is essential to reassess one’s overall situation, in order to avoid such situations as shortfalls in insurance coverage or poor tax planning.
An appropriate response can only be provided if your personal situation is examined taking into account all relevant elements as well as the interactions between them. The advantage of talking to a financial adviser is to get an independent and objective analysis of your situation, indicating significant financial savings.
Dear Madam, Dear Sir,
By this message, we would like to remind you that the deadline imposed by the tax authorities of the canton of Vaud for requests related to the tax at source rectification is the 31st of March.
It is therefore important to receive all your documents as soon as possible if you want us to submit your request on time.
We remain at your disposal, by telephone or by email, for any further information.