01795 532090

Pensions and Divorce

As we have a great deal of experience and knowledge in the pension arena, we can work with you and your clients both prior to and following a divorce settlement so that this potentially valuable asset is dealt with correctly.

We will work with your clients from the early stages of divorce to assist them through the planning process and implement any necessary arrangements.

Prior to settlement, we can help ensure that the value of any pension fund is properly reflected in the marital estate, especially where ‘final salary’ pension plans are involved. We can also advise on the relative merits of the options available for dealing with a pension fund, such as offsetting, earmarking or sharing.

Following settlement, we are able to advise either party on the investment of a pension credit where one has been received, or on how best to rebuild the pension fund following a debit being deducted and paid to the former spouse.

In addition, our services include:

  • Collating details of all existing financial policies:
    • Life Assurance/endowments
    • ISA’s
    • Investments
    • Pensions (both company and personal)
  • Providing professional advice on pension sharing orders when applicable.
  • Advising on new life assurance requirements as a result of court orders e.g. to protect maintenance payments.
  • Providing tax planning and investment advice on any resulting court settlements for either party.

The fee for these services start from just £500

 

Contact us

Smythe & Walter
Office 9, Brogdale Farm
Brogdale Road
Faversham
Kent ME13 8XZ

01795 532090

email:

Download a copy of our brochure

View an update from one of our investment partners

 

 

Web design Suffolk & London - Helix Digital