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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.

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Media contact

deVere Switzerland’s Public Relations Department deals with all areas of the media and external communications including international, national, regional, local, trade, consumer, print, broadcast, social and online. The Department aims to provide a helpful service to journalists, broadcasters and editors, amongst others, and reply to all media enquiries, including urgent enquiries out of hours, within agreed deadlines. Our press office does not have access to client details and will not be able to assist with individual client enquiries. Please contact deVere Switzerland’s Head of Public Relations on [email protected] or call +44 2071220925