Matrimonial
Dealing with financial matters as part of family law, particularly in the area of pensions, has become notoriously complicated.
Punter Southall’s highly qualified, experienced team of advisers can provide financial planning and investment advice to family lawyers and their clients.
We will brief you and your legal team on a variety of financial subjects which impact on the work you deliver, as well as offering a close ‘hand-holding’ assistance as required.
Our fees are based on hourly rates with commission offset options on investment transactions.
Our comprehensive range of services covers:
- Initial case review
- Pension Audit
- Pensions Sharing
- Credit transfer vs. benefit analysis
- Sharable rights advice
- Employee benefits & general protection valuations
- Maintenance v 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
- Independent holistic financial planning, including budgeting, income production
- Investment advice for settlement - Asset allocation, portfolio construction
- Re-balancing existing portfolios
- Independent active asset management – nominee service
- Simple to sophisticated 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 planning
- School fees projections & provisions advice
- Cross border pensions and investment advice
- CETV fair value calculations – e.g. uniformed services
- Independent expert opinion
- Allowance for period of marriage calculations (Scotland)
- Loss of earnings calculations
- Expert Witness work
Punter Southall Pensions Bulletin - July 2010