Wealth planning
What does wealth mean for you?
Wealth means something different to all of us. At UBS, our commitment isn’t just to protect and grow your wealth. It’s to create an investment solution tailored to you.
Together, our wealth planners can craft a way for you to live the life you want – today, tomorrow and for generations to come.
We've been helping our clients right across the UK with their finances for decades. Our wealth planning experts can help you draw up a financial plan that’s flexible and tailored to suit your financial goals.
With decades of experience in wealth planning and financial advice in the UK, our UBS wealth planners have the expertise to create a flexible and adaptable plan tailored to your financial goals and aspirations.
Our comprehensive wealth planning and financial planning solutions set us apart. Whether you’re looking to create a succession plan, reduce your inheritance tax exposure, or need support with financial planning and advice for specific life stages, we’ll address your needs in the best way possible.
Everything starts with getting to know you. Together you and your client advisor will identify your financial goals and priorities using our UBS Wealth Way approach. With the help of a wealth planning advisor, you’ll agree a plan that fits for today or for where you want to be in the future.
Your client advisor is your access point to our wide range of wealth management services and our global network of investment and product specialists. Together, they’ll make your plan a reality.
Whether you’re an individual investor, entrepreneur or corporate executive, our client advisors are ready to help. We have a wide range of services available to fit your current wealth situation.
Wealth planning advisory
There’s no 'one size fits all' when it comes to wealth planning. We’ll meet with you to discuss your current goals, requirements and financial situation. With these insights, we can advise you on where we see potential to improve your wealth management plans and explain how these opportunities could make an impact on your financial situation.
Perhaps you’re considering passing on your wealth to loved ones or simply looking to reduce your inheritance tax exposure. Whatever your needs, we’ll work with your tax and legal advisors to address them in the best way possible.
Financial planning services
Our decades of experience have given us a deep understanding of the financial impact of key life changes such as getting married (or divorced), buying a home, switching careers, building or selling a company and retiring.
We know that when it comes to financial planning, it’s essential to take these life moments into account. With our financial planners we can support you in defining your risk appetite, keeping you updated on legislative changes that may have an impact on your financial situation, and helping you maintain a sustainable income both now and in retirement.
Sound wealth planning advice
Benefit from an expert analysis of your goals, requirements and overall financial situation. Your advisor will answer your questions and propose appropriate solutions.
Insights and expertise
Over 70 UK-based investment products and service experts, including wealth planning specialists, can help you design your portfolio and discuss investment ideas.
Flexibility
We create wealth solutions based around your specific needs. And if your circumstances or goals change – don’t worry. We’ll work with you to adapt your financial plan.
Strong partnership
As a global wealth manager with over 160 years of banking tradition, we offer you the security and confidence you need to build a long-term successful relationship.
Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.
UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
