Pensions & divorce
When a divorce occurs, each partner needs to seek advice on financial planning and tax related issues, including investment and retirement planning.
If tax liabilities are to be minimised the timing of any transfer of assets as part of the financial arrangements may be crucial, making early planning essential.
Why take our pensions and divorce service?
The introduction of ‘pension sharing' has made the division of assets even more complex. However our dedicated team, comprising pensions, investment and taxation specialists, understands the issues.
Click here to view the the pensions and divorce flyer.
Our services
Pensions
- preparation of expert witness reports
- assessment of pension scheme rights and values
- assessment of the viability and advantages of offsetting, earmarking and pension sharing
- source of impartial advice
- construction of appropriate arrangements on receipt of proceeds of pension sharing orders
- Duxbury Calculations
Tax services
- providing expert witness reports for the court on taxation issues
- capital gains tax planning, both pre and post separation and divorce
- inheritance tax planning
- income tax, corporation tax and self-assessment returns
Valuation and investigation services
- investigate business profitability, both pre and post separation
- assess appropriate remuneration and dividend policies
- carry out valuations of trust and business assets
- provide expert witness reports for the Court on valuation issues
General financial advisory services
- preparation of budgets
- assist in settlement negotiations
- advice on the structure of the settlement
- advice on the parties' capacity to borrow against specific assets
- investment advice for capital growth or income planning
Contact us
To find out more about how we can help you with your pension planning contact one of our advisers in your preferred office.
