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Matrimonial
We have a strong friendly team of highly qualified advisers who have many years experience providing financial planning and investment advice to family lawyers and their clients.
Our services include:
Pre-settlement:
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Initial case review
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Pension Audit
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Pensions Sharing
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Credit transfer vs. benefit analysis
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Sharable rights advice
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Employee benefits & general protection valuations
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Maintenance v clean break options including periodical payments feasibility
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Income needs/expenses analysis
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Replacement of benefits advice
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Asset splitting - valuation, practical and fair value issues
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Inheritance Act applications
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Expert Witness work
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Collaborative work
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Funding for legal fees
Actuarial services:
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CETV fair value calculations - e.g. uniformed services
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Independent expert opinion
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Allowance for period of marriage calculations (Scotland)
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Loss of earnings calculations
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Expert Witness work
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Post-settlement:
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Independent holistic financial planning, including budgeting, income production
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Investment advice for settlement - Asset allocation, portfolio construction
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Re-balancing existing portfolios
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Independent active asset management - nominee service
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Simple to sophisticated pension advice including advice on pension sharing orders and reestablishing retirement provision after clean break
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Cash flow and income management: Sustainable income modeling and creation. Maintenance management.
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Asset splitting administration
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Replacing lost benefits and protection
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Investment advice to trustees
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Retirement and Inheritance tax planning
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School fees projections & provisions advice
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Cross border pensions and investment advice
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We offer close hand holding assistance approach where appropriate
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We would be very pleased to talk you about any or all of our services. Please feel free to call us to discuss any case and we will explain if and where we can add any value and give an estimate on cost.
Our fees are based on hourly rates with commission offset options on investment transactions. Alternatively, we would also be happy to present to your team on a variety of topical financial subjects affecting current divorce work to provide you with an opportunity to get to know our company, its services and our team. Contact us here.
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