Wealth Tax Drag on Returns
How much does the annual Swiss wealth tax reduce your investment return?
Wealth tax per yearCHF 120
- Return after wealth tax
- 4.97 %
- Drag as share of the expected return
- 0.60 %
Learn more
📈 5 min read
Wealth Tax in Switzerland: Who Pays and How to Reduce It
Why Switzerland taxes net wealth, typical rates and legal ways to limit the burden.
📈 5 min readTax-Free Capital Gains: When Does Trading Become Professional?
Why private gains are tax-free in Switzerland and the criteria that can change that.
📈 5 min readSwiss Real Estate Funds and Property Shares: A Way to Invest Without Buying a Home
How real estate funds work, what drives their price and how they are taxed.
More calculators: Savings & Investing
📈 Savings & Investing
Compound Interest Calculator
See how a lump sum grows with compounding.
📈 Savings & InvestingSavings Goal Calculator
How much do you need to save each month to reach a target?
📈 Savings & InvestingMonthly Savings Growth
Project the value of regular monthly investing.
📈 Savings & InvestingFund Fee Impact (TER)
See how much a high-fee fund costs you compared with a low-cost ETF.
📈 Savings & InvestingRule of 72 – Doubling Time
How long will it take your money to double?
📈 Savings & InvestingCAGR Calculator
Compound annual growth rate between a start and end value.