Learn more about planning the future you deserve
Our library has an array of e-books and guides written by United Advisers and our partners to help you make more informed choices about your investments. Our guides are available, for free, for all our clients and newsletter subscribers. We have guidance on pensions, education fees, financial planning and property. Scroll down to view our collection:
Get the most from your pension
Understand your UK pension transfer options
- What pensions transfers are available
- How to pass on more of your pension
- What the key tax considerations are
- The differences between International SIPPS, QROPS, QNUPS and International Investment Bonds
What makes us different
We aren't Financial Advisers. We are Financial Planners.
Our focus is on you and what you want to achieve with your money. Download your guide to Lifestyle Financial Planning to learn more about what we do and how we do it.
PENSIONS
Understand the Swiss pension system
Download our guide to understand what Pillar 3 is and how to make the most of it. It will help you understand how the Swiss pension system is structured and how you can get insurance cover as part of your Pillar 3. We also cover key Pillar 3 benefits like making the most of your annual tax back cash bonus.
PROPERTY
Are you considering buying property abroad?
Our guide tells you everything you need to know. We take you through the common pitfalls property buyers face when purchasing abroad.
With the help of Simon Conn you'll have a pain free property purchase.
SAVINGS
Save more of your Swiss monthly salary
If you work in Switzerland and are interested in saving a larger percentage of your salary, this guide is for you! We provide an affordability planner to help you set an achievable goal as well as a savings checklist to help you stay on track.
EDUCATION
Looking to save towards your children's education?
It can be hard to know just how much to save! The costs towards education are rising and fees remain varied across Europe. Our guide takes you through the key considerations and costs involved in international education.
PENSIONS
Plan for your future
Our most complete resource on pensions. Includes; why we don't save for pensions, the best age to start saving, how much you'll need, passing on your pension and key tax considerations.
PENSIONS
Manage your 401k
Our guide is written for American citizens and expats with a 401k who are currently a resident in Switzerland. This guide helps you understand the different options available and the complexities around 401k management in Switzerland.
PLANNING
Secure your financial future with our best practices guide
Download our guide today to learn what a Financial Plan is and how you can take charge of your financial future. We will also take you through the key considerations are when developing a financial plan.
SERVICES
Our services and charges
Download our overview of the services we offer, what we charge for delivering those services, and how to pay. We look forward to meeting with you to discuss your plans.
PENSIONS
Is a QROPS right for you? Read our guide and find out
This guide is dedicated to QROPS. If you are trying to decide if a QROPS is right for you our guide will help. We cover the key tax advantages for QROPS, how you can pass on more of your pension to your family and how a QROPS can help you beat currency fluctuations.
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NURIA SIMO VILA - CIO AT INTER-AMERICAN DEVELOPMENT BANK
"Provided highly relevant information and expert advice"
PATRICIA TIBBLES - FORMER DIRECTOR AT EUROPEAN INVESTMENT BANK
“The right balance between being results-driven and ensuring the engagement and support to customers”
CYRIL AMON - PROBLEM MANAGER AT EUROCLEAR
About the Authors
United Advisers and our partners
We often work with our partners to create content that helps the international community better understand finance, property, investments and pensions.
Our current service partners include; Purple Strategic Capital, Momentum Pensions and Simon Conn Property Services.
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