UBS Tax Planning: Our Services

Growing your assets after tax

Working with you, we will look at your assets and show you how you can optimize your after-tax returns over the long term. We compare your current situation with your goals, wishes and needs. Our UBS tax experts are on hand to grow your returns after tax.

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Our services for your tax planning

  • Comprehensive tax advice on
    • - Investment options
      - Home financing
      - Buying or selling real estate
      - Retirement planning
      - Pension
      - Inheritances and gifts
      - Choosing a place of residence
  • Identifying tax charges early on and evaluating structuring options

  • Advice in connection with company foundations and when choosing legal forms

  • Planning and working out solutions in view of a business succession

  • We will be happy to show you how you can grow your assets after tax.

    For further information on UBS tax planning and/or for customized advice, please contact a UBS advisor, who will be happy to put you in touch with our experts.

     

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