| Tax-efficient investment strategies can play an important role in a well-thought-out wealth management plan for two good reasons: They have the potential to reduce your tax burden and increase your after-tax returns. That may mean more of your wealth is available to benefit your heirs, as well as other people and causes you care about. While UBS does not provide tax advice, we can help you manage the tax consequences of your financial decisions—on both the asset and liability sides of your balance sheet.1
A conversation with an experienced UBS Financial Advisor can help you weigh the benefits of a range of tax-advantaged strategies, including tax-efficient products, account titling and borrowing opportunities. Often, these tax considerations are key elements in implementing your estate plan. This is where an experienced UBS Financial Advisor can help: by assembling a team of wealth management professionals—in insurance, trusts and financial planning—who can work closely with you and your trusted advisors.2 Together, they can help you make complex financial decisions such as identify strategies for efficiently managing estate taxes, plan a business succession, maximize gifts to loved ones or charities, identify sources of liquidity to help pay estate taxes and more.
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