US Compliant Solutions

For those US nationals and US tax-payers residing in Switzerland, we can offer help and advice with the following aspects:

1)    401K/IRS Plans
deVere Switzerland can offer you the opportunity to have your local US pensions reviewed via our US office in New York.

2)    Retirement Planning
We offer a bespoke retirement planning solution via a Malta pension that enables you to invest and grow your capital in a tax efficient manner which then only becomes liable to US income tax once benefits are taken using the Malta/US double taxation treaty. We can create an investment solution for your retirement needs tailored to your specific requirement using a Malta pension scheme that gives flexibility in terms of retirement dates and income streams.   

3)    US Tax Returns- we can introduce you to the services of one of our Group companies that offer a tax compliance/returns service for US tax-payers.