Trusts

For many clients, the protection of assets and their smooth transition from one generation to the next are central considerations. A trust is a confidential, tax efficient and highly flexible financial planning instrument that can provide for specified beneficiaries both during and after a settler 's lifetime. We work closely with client 's existing advisers as well as with UBS International Trustees in various locations, to ensure maximum tax effectiveness in the creation and administration of the appropriate trust and private investment companies, both onshore and offshore. This is an area in which the stability of UBS can provide very real long-term security and peace of mind for clients.