Following a divorce settlement it’s likely you will have experienced significant changes to your personal financial position. Whatever your situation, our team can help you understand where you need to focus your attention for the years ahead.
At Smith & Williamson, we have experience working throughout the divorce process. We help many of the UK’s top divorce lawyers to get the best settlements for their clients by providing expert witness reports, covering company valuations, pension sharing, and tax advice on splitting assets. We are proud of the reputation we have built in this area, and it means we are regularly asked to comment on complex divorce issues in the national press and respected financial publications.
It’s fair to say, we understand what you’ve just been through. That’s why we put our wide range of expertise behind getting your finances right for your future.
What is my new financial plan going to look like?
Your financial plan will need to take into account your unique position and the current financial landscape. We can help you set goals in light of your new financial position whilst reviewing your income, outgoings and obligations.
Should I change the composition of my investment portfolio?
Depending upon the review of your finances following your divorce, it may be advisable to review your investment strategy. The objective of your portfolio or the level of risk you take may need to be updated to help you achieve your goals. Our investment managers can modify your portfolio to suit your new circumstances.
What is the best way to deal with pension assets?
Either by yourself or through your lawyer, we can help you decide on the best way to deal with the division of pension assets. Pension sharing, earmarking and offsetting are all options open to you and your former partner. We will review these options and ensure you understand the findings and what they would mean for your long-term finances.
The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
Tailoring your investment strategy to help you achieve your financial goals.
There is always time to renew your finances and create a bespoke financial plan just for you.
Let us help you achieve peace of mind by showing you how to navigate the complex tax system.
We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.