Mortgage planning

Personal, streamlined, tailored solutions designed for UBS clients

Home is an important part of life, and the right home financing solution is a critical aspect of the full financial picture. Whether you're looking to purchase a new home or refinance an existing mortgage, it's important to have a lending strategy that fits within your larger financial picture.

If you’re an existing UBS client looking to buy a first home, invest in a vacation property, refinance or help a loved one become a homeowner, ask your UBS Financial Advisor1 about incorporating your home financing strategy into your overall wealth management plan with residential loan financing solutions offered by UBS Bank USA.

Tax considerations

One important consideration in choosing a home financing strategy includes your tax implications. For instance, you may want to maximize your interest deductions, or prefer to limit items to the Alternative Minimum Tax (AMT). Or perhaps you're more interested in income you want to offset and direct into charities, trusts and investments. It depends on your individual situation, but it can be an important part of your home financing strategy. Your UBS Financial Advisor may recommend that you meet with your tax advisor to discuss the optimal solutions for you.2

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