Our comprehensive range of matrimonial services covers:
Pre-settlement
- initial case review
- pension audit
- pensions sharing
- credit transfer vs benefit analysis
- sharable rights advice
- employee benefits and general protection valuations
- maintenance vs clean break options, including periodical payments feasibility
- income needs/expenses analysis
- replacement of benefits advice
- asset splitting - valuation, practical and fair value issues
- Inheritance Act applications
- expert witness work
- collaborative work
- funding for legal fees
Post-settlement
- independent holistic financial planning, including budgeting and income advice
- investment advice for settlements - asset allocation, portfolio construction
- re-balancing existing portfolios
- independent active asset management – nominee service
- pension advice, including advice on pension sharing orders and re-establishing retirement provision after clean break
Cash flow and income management
- sustainable income modelling and creation
- maintenance management
- asset splitting administration
- replacing lost benefits and protection
- investment advice to trustees
- retirement and inheritance tax (IHT) planning
- school fees projections and provisions advice
Actuarial services
- Cash Equivalent Transfer Value (CETV) fair value calculations
- independent expert opinion
- allowance for period of marriage calculations (Scotland)
- loss of earnings calculations
- expert witness work
International consulting
For matrimonial work involving foreign nationals or non-UK residents, the issues can become complex. Our specialist international matrimonial team works within our international practice to provide information and advice on areas such as:
- international pensions
- cross border financial planning and investment advice
Our fees are based on hourly rates with commission offset options on investment transactions.