Next generation

Wealth and the next generation

"There is no right or wrong when it comes to planning for the next generation" says Nick Tucker, Head of UK Domestic. Watch the full video here.

The question of what wealth is fundamentally for has no single answer, and will be a deeply personal matter for most individuals. We have created a report that brings together eight different case studies, highlighting some of the real challenges and dilemmas faced by different families when it comes to making plans for transferring wealth to the next generation.

Is wealth simply to be enjoyed by the people who have made it? Those with children and grandchildren will usually feel a sense of responsibility to their descendants. Setting them up in life, though, without taking away their drive and incentives for success, is a complicated task.

No two situations are the same, but you may recognise elements of each in your own story.

Download the report

Whats it for all

Sarah Allat, Head of Wealth Planning Advisory, discusses the biggest issues when it comes to Wealth Transfer

Mark Goddard, Desk Head, UK Domestic, shares his thoughts on what challenges families face when it comes to Wealth Transfer

If you want to know more

Come and see us so we can tell you more about how we work.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.