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Individuality + trust = comprehensive support

Private Clients


The current situation

The management of private tax and financial affairs is becoming increasingly challenging. On the one hand, the technical possibilities offered by the internet have simplified many administrative and data-related procedures. On the other hand and in spite of statements to the contrary from politicians, the complexity of fiscal legislation and the frequency of amendments to it are nevertheless continuing to rise. This also applies to legislation concerning private individuals, with examples including amendments to the taxation of capital gains, pensions and inheritance – as well as the deductibility of expenses. The complexity involved also creates a situation in which many tax assessments are incorrect and therefore need to be contested. Private old-age provision plans – and in turn wealth planning and capital investments – represent a further set of complex issues to which it is now necessary to pay particularly close attention.

How we respond

We see the comprehensive, up-to-date professional know-how held by our staff as a fundamental prerequisite for the provision of competent consultancy. It is nevertheless important to note that taking care of private clients cannot focus solely on tax-related issues. Sound advice always takes the individual needs and personal circumstances of those involved into consideration, and it is for this reason that Schneider + Partner develops concepts which integrate all key aspects of clients’ lives. This enables us to deliver solutions which are coordinated, comprehensive and practical. Our outstanding level of consultancy expertise puts us in a position to deal with even the most complex of issues in a thorough, reliable way. The professional principles placed at the core of our work – objectivity, reliability and client orientation – are also a key element of our private financial planning services. As all services are delivered and documented in close agreement with our clients, we are able to provide them with a full overview of all their activities at any given time.