With the help of various financial and tax calculators, you can carry out an initial assessment of your current situation just by filling in a few details. You can then save and print out your individual evaluation. Whatever the results, we will be happy to take the time to discuss your personal situation with you.

Tax Calculator

Savings Plan Pillar 3a
Compare your wealth accumulation in pillar 3a with different interest rates and with respect to taxes.
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Inheritance and Gift
Calculate the tax burden on inheritance or gift.
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Tax Savings with Pillar 3a
Calculate your tax savings by making payments into pillar 3a.
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Taxes by Municipality
Calculate your taxes on income and wealth.
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Tax Comparison by Municipality
Calculate the tax burden whilst income and wealth remain unchanged.
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Taxation on Lump Sum Payment from 2nd Pillar and Pillar 3a
Calculate the taxes on lump sum payment from 2nd Pillar and Pillar 3a.
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Purchase of Contribution Years in Pension Fund
Calculate your retirement savings with respect of purchase in pension fund.

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Pension and Retirement Planning

Savings Plan Pillar 3a
Compare your wealth accumulation in pillar 3a with different interest rates and with respect to taxes.
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Tax Savings with Pillar 3a
Calculate your tax savings by making payments into pillar 3a.
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Taxation on Lump Sum Payment from 2nd Pillar and Pillar 3a
Calculate the taxes on lump sum payment from 2nd Pillar and Pillar 3a.
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Purchase of Contribution Years in Pension Fund
Calculate your retirement savings with respect of purchase in pension fund.
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Real Estate

Comparison Rent / Purchase
Calculate your available income in the first year comparing renting out or purchasing a property.
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Comparison Direct / Indirect Amortization
Calculate the difference between direct and indirect amortization.
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Mortgage Calculator
Calculate the affordability of your own home and how this can be financed.
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Do you have any questions about financial or tax planning?

Your relationship manager at Julius Baer will be delighted to provide detailed information and give you personal support in any questions relating to wealth or tax issues.