Life doesn’t stand still. And if you’re a driven, active person, you’re probably on the move too. You may even move to an entirely different country. As you adapt and change, your money should adapt and change with you. Fortunately, we have advisors all over the world to help. When you’re packing up your life, there’s no shortage of concerns. And that’s why we’re here.
Questions to ask yourself
When you’re planning a big move, it’s a good idea to start early. But there’s a lot to consider. Start by asking yourself these three questions:
What does this move mean for my finances?
People move abroad for all kinds of reasons. Are you moving for love? Moving to be near family? Or moving to be closer to your growing business? Either way, there are sure to be financial implications for each as you pick up your life and take it with you across the globe.
What details should I consider?
When you’re moving, chances are packing up your home is the first thing that crosses your mind. Have you thought about your investments? Your taxes? There’s a lot more to think about than what’s in your cardboard boxes.
Am I minimizing stress?
Relocation is one of the most stressful life changes you can make. But property assets and tax liabilities shouldn’t be adding to your worries. So focus on the things within your control and let UBS help with the rest.
How can wealth management help?
You have some of the world’s most experienced financial professionals working together on your behalf. Your main point of contact is your Client Advisor, who’ll work with our investment specialists and other members of the relationship service team to address your specific needs.
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.
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