Our service is specifically designed to work closely with family lawyers. We believe that by becoming involved an early stage of the process, we can ensure that your client not only receives the best possible outcome in terms of pension sharing but uses it as part of a suitable long-term financial plan.
We have a number of pension case studies showing how what appear to be small changes in assumptions can result in a large increase in the value of pension assets transferred. A detailed knowledge of complex pension rules and long experience of dealing with these issues means we can quickly identify the major issues that could affect your client and assist you to secure the best possible outcome.
By working closely with you, we can ensure that critical issues are identified and dealt with in a timely manner. With your client’s agreement, we will keep you informed of progress on the financial planning aspects of the case.
Our experience is that clients need ongoing advice throughout the process, since funds from pension sharing are often received many months after a figure is agreed. In the meantime, it is essential to start creating a financial plan aiming at financial independence. This will necessarily involve consideration of taxes, creation or revision of Wills, Lasting Powers of Attorney and inheritances, where we expect to work with you on the client’s behalf.