Succession planning and your wealth: A secure future for generations
10 mins
Our tax and financial planning expertise allow us to advise and give opinions on the often complex financial issues that arise in a divorce situation.
What we offer
We provide evidence and support for cases, by making technical evaluations across a wide range of issues and reporting on them with clarity and focus.
We have experience in the following areas:
- Providing expert commentary on the impact of income tax, capital gains tax and inheritance tax on the transfer of assets
- Examining the consequences of how an individual’s tax residence and domicile may affect any proposed split of assets
- Considering the implications on pension settlements within divorce cases (we can demonstrate the robustness of pension valuations, provide qualified and quantified opinion on figures for settlement and show how the lifetime allowance is affected for individuals where pension assets are transferred)
- Using cash flow modelling to test whether the proposals in a divorce settlement are sustainable for the longer term
- Reviewing the tax efficiency of individual investments and their appropriateness for the relevant party
Expert Witness Specialists
Gill Tallon >
Deputy Managing Partner
Alison Palmer >
Private Client Partner
Henry Lowe >
Private Client Partner
Iain Muffitt >
Financial Planning Managing Director
Why work with us?
During a divorce there will often be complex financial issues that arise. Our expertise allows us to provide advice and opinions in a structured expert witness report.
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Industry RecognitionWe are members of the Family Resolution panel made up of accountants, family lawyers and other professionals committed to the constructive resolution of family disputes
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Timely and EfficientOur experts will always strive to save time and add value to each client
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International ReachWe are a founder member of The International Accounting Group (TIAG)
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AccesibilityFour Offices: London, St Albans, Rickmansworth and Milton Keynes
