Investments
Whatever level of personal investments you have, they can be classed as an asset of the marriage to be taken into consideration in the divorce settlement. There are many potential costs and pitfalls to be considered including the potentially significant tax implications of transferring, surrendering or selling these investments. These assets can be offset against your pensions or the marital home… our qualified and specialist advice service is designed to help you make the best choice for you and your personal circumstances.
W can provide an overall objective review of your investments using a scientific approach to risk tolerance which will enable you to truly understand the risks inherent in your investment portfolio. By fully understanding these risks at outset we can avoid potential losses during the period of the divorce and in the future.
In addition, understanding and finding the most tax and cost efficient way of dividing these assets will save you time and money, including offsetting investments against other assets such as pensions or your share of the matrimonial home.
Typical assets we can help you with include:
- Cash
- Endowments
- Investment bonds
- Shares and discretionary portfolios
- Unit trusts and investment trusts
- Investment property including foreign and commercial
- Collections – stamp, art, paintings, coins, jewellery, watches
- Offshore investments
