Financial Glossary

60 Swiss Finance Terms – Explained Simply

From AHV to pension gap: all the key terms around retirement provision, taxes, mortgages and wealth at a glance.

A

B

C

D

E

F

G

H

I

K

L

M

N

P

R

S

T

U

V

W

Showing 60 of 60 terms

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Financial Glossary

A

AHV/IV (Old-Age, Survivors' and Disability Insurance)

Amortisation (Mortgage Repayment)

ANobAG (Employee Without a Contribution-Liable Employer)

AHV Ceiling (Plafonierung)

Affordability

Asset Management

Advance Care Directive

B

BVG (Occupational Pension / Pension Fund)

Budget Planning

Balanced Fund

Bonds

C

Cross-Border Commuter

D

Direct Amortisation

Dividend

Disability Insurance

E

EO (Loss of Earnings Compensation)

ETF (Exchange Traded Fund)

Expat

Estate

Estate Planning

F

Fixed-Rate Mortgage

Financial Planning

G

Gift Tax

H

Health Insurance (OKP/VVG)

I

Investment Strategy

Imputed Rental Value

Inheritance Tax

Inheritance Contract

Indirect Amortisation

K

KESB (Child and Adult Protection Authority)

L

Lump-Sum Withdrawal

Lump-Sum Benefits Tax

Life Insurance

LIBOR (London Interbank Offered Rate)

M

Marginal Tax Rate

Marital Property Regime

Mortgage

Mortgage Interest Rate

Maternity Leave

Maintenance Costs (Real Estate)

N

Net Income

P

Property Tax

Pension Fund Buy-In

Pillar 3a (Tied Pension Provision)

Pillar 3b (Unrestricted Pension Provision)

Pension vs. Lump Sum

Pension Gap

R

Retirement Planning

S

Statutory Entitlement (Forced Heirship Share)

SARON Mortgage

Splitting (Lump-Sum Withdrawal)

T

Three-Pillar System

Tax Optimisation

Tax Return

Term Life Insurance

Tranching

U

UVG (Accident Insurance Act)

V

Vested Benefits Account

W

Withholding Tax