Held in collaboration with American Citizens Abroad, this course is for employees and self-employed people of American nationality working in Geneva and considering retiring in France, Switzerland or the United States.

KEY QUESTIONS

In the run up to retirement, many key issues arise:

timing of retirement where to live planning for very old age property ownership and mortgages how to take one’s pension

tax implications health insurance and social security inheritance issues and estate planning currency issues independent income generation

These questions are all very personal and need addressing in advance of retirement, as room for manoeuvre thereafter is much more restricted. To provide this information, INSAM has gathered a team of experts from international accountancy firms, insurance and pension advisers, and estate planners for a one-day seminar.

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