Succession planning Secure your assets for the next generation

Secure your assets for the future

When seeking to provide for your family for generations to come, it is never too early to start planning for the future. This can be a complex process that involves difficult decisions, both emotional and financial. At UBS, our experience means we understand the issues and can help you to work through the possible options, drawing on specialist expertise where necessary to find the right solution for your family.

Wealth planning services include:

  • Structuring and preserving assets
  • Succession planning
  • Retirement planning
  • Investment planning

Our specialists in Jersey will also provide you with the essential information to help ensure that your assets are passed on at the right time, into the right hands, and in the way you want.

Take advantage of UBS. We offer the security and expertise of a global leading wealth manager, superior financial solutions, and access to a global network of independent tax and legal advisors.

Talk to a member of our team

To arrange a meeting at a time and location of your convenience with a member of our team, please contact us on 01534 701000.

You can also visit us at our Office in St Helier

The value of an investment and the income derived from it can fall as well as rise and you may not get back the original amount invested. We recommend that you take independent financial and/or legal advice as to the implications of investing, including tax matters. UBS does not provide tax advice. Full Terms and Conditions are available to you upon request. In Jersey UBS AG, Jersey Branch is authorized and regulated by the Jersey Financial Services Commission.