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    The advantages of taking a multi-generational approach to your wealth
    in the news wealth planning

    The advantages of taking a multi-generational approach to your wealth

    Succession planning should be handled holistically, with future generations fully included in the process. Here is how our experts approach it.

    Expats in the UAE: understanding the new tax residence rules
    corporate wealth management
    corporate wealth management wealth planning middle-east

    Expats in the UAE: understanding the new tax residence rules

    The UAE introduced earlier this year new tax residence rules, in a bid to accommodate its large population of expats, modernise the tax system and align itself with international standards.

    Five key questions for expats moving to, or living in, the UAE
    corporate wealth planning
    corporate wealth planning wealth management

    Five key questions for expats moving to, or living in, the UAE

    Whether you're thinking of moving to Dubai, Abu Dhabi or another Emirate, relocating to a new country requires careful planning. Discover our expert’s tips for a seamless relocation from a wealth and tax perspective.

    Tax deductions: how to optimise Pillar 2 buybacks
    corporate wealth planning
    corporate wealth planning switzerland

    Tax deductions: how to optimise Pillar 2 buybacks

    The Swiss occupational pension system gives you an opportunity to increase your retirement capital while benefitting from tax deductions. Read our top tips on how to get started.

    Expats in the UAE: protect your family with the new succession laws for non-Muslims

    The United Arab Emirates offers new succession planning opportunities for non-Muslim expats, since a new law came into force on 1 February, 2023.

    Lombard Odier partners with PensExpert to enhance pensions offering

    Find out how our partnership with PensExpert has enabled us to expand our existing offering in the area of occupational as well as private pension provision since February 2023. 

    Real estate: five tips on mortgage loans
    corporate wealth planning

    Real estate: five tips on mortgage loans

    Are you considering buying a new home or refinancing? As inflation and interest rates rise it's important that buyers integrate real estate financing into their overall wealth management. Discover our five top tips.

    Selling your start-up in France: how to limit your exit tax
    corporate wealth planning

    Selling your start-up in France: how to limit your exit tax

    As the founder of a start-up you have several tax options when it comes to selling your business. To ensure the most tax-efficient exit, it’s important to weigh these options alongside your personal and professional plans for the future. Read more from our experts here.

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