Separation + Divorce
Separation and divorce has a significant impact on all parties concerned, which leads to a very stressful and emotional time. Sorting out the practical and financial consequences of separation & divorce is an important step in the process.
How we can help
We can help your clients avoid tax pitfalls and minimise their tax liabilities on property, business and asset settlements. Timing is critical when it comes to separation & divorce as transferring assets at the wrong time can trigger unwelcome tax liabilities.
We will also help with ongoing tax compliance and specialists proactive tax planning post-settlement.
We will help your clients review their investments and plan ahead of any settlement, including resolving pension sharing or splitting. We will then manage ongoing investments post-settlement to make sure that tax efficiency is balanced with investment risk and ensure their lifestyle cash flow plan is on track.
Business Valuations + Strategy
Where a business is involved, we can provide all parties with clear, concise business valuation reports, and can offer a second opinion on joint valuation reports where appropriate.
Accredited Family Business Advisors
We are the first full qualified family business advisors in the UK. We will sensitively consider family priorities and wishes, not just the pure financial aspects of separation.