Independent Advisory Excellence.
Your Wealth & Tax Partner in Switzerland.
Based in Geneva, IRA Global Conseil guides Swiss residents and cross-border professionals in cantonal tax optimization, pension structuring, and long-term wealth protection with precision and independence.
Zero bank conflicts
Official Swiss registry
Cumulative savings
Lake Geneva & Jura
Clarity and performance in your Swiss financial decisions
Faced with the growing complexity of cantonal tax scales and pension regulations (Pillar 2 LPP, Pillar 3A/3B, LAMal vs CMU), IRA Global Conseil acts as your dedicated independent partner.
Our mission is to streamline your administrative processes, uncover every legal deduction opportunity, and safeguard your wealth with Swiss discretion and precision.
Unlike captive bank branches or single-carrier insurance agents, we have zero internal products to push. We survey the entire marketplace with total impartiality to protect your financial interests.
Total & Uncompromising Independence
Direct and unbiased access to the finest Swiss pension providers and FINMA-licensed institutions, at no extra cost to clients.
Our Core Principles
The fundamental standards underpinning every audit, report, and client interaction.
Rigor & Swiss Compliance
Tax and pension audits performed in strict accordance with federal tax codes, cantonal tax laws (GE, VD, NE), and FINMA directives.
Absolute Transparency
Unambiguous explanations of fees, legal deduction brackets, and optimization levers. Clear, measurable figures without unnecessary jargon.
Enduring Guidance
Annual personalized reviews of your tax returns and pension accounts, adapting strategies as your family and wealth evolve.
Our 4-Step Methodology
A structured and transparent process to secure and maximize your financial position in Switzerland.
360° Initial Audit
In-depth analysis of your tax assessments, LPP pension certificates, 3rd pillar accounts, and life goals to establish a complete overview.
Custom Modeling
Financial comparison of options: quasi-resident status (TOU), 3A/3B optimization, and Pillar 2 buy-backs to maximize tax leverage.
Filing & Implementation
Full handling of paperwork, cantonal tax filings, and communications with tax administrations and pension funds.
Annual Review & Continuity
Yearly review to update tax declarations, adjust retirement contributions, and integrate changing cantonal and federal tax laws.
Executive Leadership at IRA Global Conseil
Our firm is led by experienced Swiss tax, pension, and cross-border specialists dedicated to delivering rigorous, well-documented, and fully compliant advice.
Clovis Pollet
Founder & Managing Director
Swiss & Cross-Border Tax and Pension Specialist
FINMA Licensed Advisor • Languages: French, English
Leadership & Advisory Approach
Managing Director at IRA Global Conseil, Clovis Pollet oversees all tax audit, pension optimization (Pillars 2 and 3), and wealth planning mandates. With deep expertise in the Lake Geneva financial ecosystem, he assists Swiss residents, executives at multinational companies, and cross-border commuters in securing their tax and succession positions.
Legal & Tax Proficiency
Specialized in Geneva tax law (LIPM / Quasi-Resident TOU), Vaud and Neuchâtel tax codes, and international double taxation treaties.
Pensions & Retirement (LPP / 3A)
Occupational coverage audits, voluntary LPP buy-back strategies, vested benefit optimization, and Pillar 3A/3B structuring.
Cross-Border Frontalier Focus
French returns (2047/2042), tax exemption on overtime (2041-AE), and binational health insurance arbitration (LAMal vs CMU).
Ethics & Regulatory Compliance
Advice provided in strict conformity with cantonal tax authorities (AFC Geneva, ACI Vaud) and FINMA guidelines.
Speak with a Certified Advisor
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