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Financial advice for divorce and separation

Separation or divorce can be one of the most emotionally challenging and financially complex times in your life. The decisions made during this period may have far reaching effects for the remainder of your life. It is a time when the discrete approach of a professional adviser is paramount.

Your Lifetime Wealth Model will help you build up a clear picture of what a settlement might deliver throughout your lifetime, and help establish answers to questions such as:

  • How much of my settlement can be allocated to property over income?
  • What level of income can be sustainably generated?
  • Can I continue to meet school fees?
  • How long will my capital last?

Our practical and supportive service

Our help can be delivered in a number of ways; we can, for instance:

  • Provide guidance in completing Form E.
  • In advance of reaching a settlement, we can analyse the assets required to meet lifetime expenditure.
  • Separation and divorce inevitably throws up issues surrounding the division of assets, including property, pensions, investments, mortgages and life policies, and we can advise you on each of these before and after any settlement is made.
  • Advice on Pension Sharing Orders.
  • Implement a Tax Optimisation Strategy that ensures we address the payment of future tax bills alongside longer-term tax planning measures.
  • We offer truly independent investment advice and can develop a robust and well-researched investment strategy that meets your needs.

Our aim is simple and straightforward; to provide you with the peace of mind that comes from knowing that your financial arrangements have been independently reviewed, and that you have a comprehensive plan in place for the future. If you’d like advice on your financial situation, then please do get in touch.

For further information on how we can help you build and protect your wealth, please contact us.

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