We have some welcome news for US pensions (and other permitted arrangements) receiving dividends from Swiss companies. On June 7, 2021, the US announced new guidance applicable to pension and similar structures operating in the US and Switzerland.  In respect to a qualifying Swiss pension or pension-like structure, the treaty operates to exempt the US […]

So, you’ve been living in the US, maybe you were born there, or attended university and then stayed. You’ve worked hard, built up some savings, maybe founded a successful business. Now you are heading elsewhere in the world. Maybe your spouse wants to be closer to family overseas or a new opportunity opens up; whatever […]