We all love simplicity. And tick it and done! To make sure you don’t miss anything throughout the year, we’ve put together a simple and clear overview of the most important financial dates for 2025 and do’s for your money. Because you can make more of your money quickly and at the right time with just a few hacks.
Financial deadlines – what to do in which month
January
Adjust standing order for pillar 3a
New year, new savings opportunity with pillar 3a. Because the maximum amount increases every 2 years. That’s why you are now increasing your monthly standing order for pillar 3a.
february
Review investment strategy
Does your investment portfolio still match your goals, risk capacity and risk tolerance? That’s why you look at your portfolio and then consider any necessary adjustments.
March
Submit your tax return
In many cantons, you have to submit your tax return by the end of February, mid-March or in April. It’s best to do this straight away and take advantage of all deductions. Or extend the deadline free of charge.
April
Get more out of pillar 3a
How do you set up pillar 3a? Because you can avoid common mistakes and choose a good provider, you may still have thousands of francs to invest.
May
Check your fun quota
What do you like to spend money on? Check whether your fun quota still fits and whether you use your income according to your taste.
June
Spend only the minimum on travel money
How do you get cheap foreign currency for your vacations? Here’s how: with a few simple rules, you’ll pay less for foreign currency.
September
Check supplementary insurance
For supplementary health insurance policies, there is a 3-month notice period to the end of the year. And you must have switched by the end of September. So, are your premiums and benefits still right?
october
Check car insurance
You can always cancel your vehicle insurance with 3 months’ notice to the end of the contract year. With TCS, Vaudoise and Generali, this is always December 31. So now is a good time to check your cover and premiums.
november
Check change of basic insurance
November 30 is an important financial deadline for 2025. This is because you can change your basic insurance by then and save money quickly while keeping the same benefits.
December
Make buy-ins or voluntary contributions to the pension fund
Your purchase amount must be received by the pension fund by the end of the year so that you can still use it as a tax deduction. Or choose a higher savings option for the following year.
Summary of financial dates 2025
These are our hacks for now. 😎 Now it’s your turn – good luck saving money!
Mach den ersten Schritt zur finanziellen Unabhängigkeit
In einer Minute siehst du deine Vermögensentwicklung und dein Einkommen während der Rente.
Last update: 16.03.2025 14:25
