Divorce and Separation
We help untangle the complexity of financial remedy cases and work with you and your legal team to negotiate a better financial outcome.
How we can help
We assist at every stage of the divorce process from the initial disclosure stage where we can support you in preparing your own Form E or identifying gaps in your spouse’s form E, to ensuring the final settlement works for you.
We apply financial modelling to assess whether income needs really can be met and will give practical straightforward advice on any shortfalls.
We will account for tax and risk to determine the true value of an asset to each party, helping to uncover those elusive ‘win-win’ settlements, and we can work with both of you on the financial issues before mediation meetings so you feel reassured and in control.
Our advice covers all elements of financial planning and investment management, including pensions (and Pension On Divorce Expert reports), investments, protection and tax.
What does the service include?
It includes the following as necessary:
- Assisting with the preparation of your Form E.
- Reviewing your spouse’s Form E.
- Identifying gaps in information and preparing questions to put to your spouse’s lawyer.
- Advice on the net value of assets.
- Advice on the risk of assets.
- Financial modelling to determine an appropriate split of assets.
- Advice on ‘win-win’ settlements.
- Defined Contribution Pension Reports.
- Mediation assistance.
- Setting up accounts and taking ownership of settlements.
- Advice on the efficient use of tax allowances to rebuild or improve the tax efficiency of your wealth.
- Advice on protection for you and your family.
Our approach
One.
Establish and prioritise your objective(s) over the short, medium and long term, as well as liquidity requirements.
Two.
Understand your circumstances, any constraints placed on investments (e.g. ethical screening), as well as any assets already held.
Three.
Apply financial modelling and cash flow analysis and propose a settlement to give you the highest chance of achieving those objectives.
Four.
Advice on an investment strategy and investment mandate that are relevant to your objectives.
Five.
Agree a timetable to review progress towards your objectives and to plan for specific future events.
Contact us to see how we can help.
+44 (0) 20 7287 2225
hello@edisonwm.com
The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Trusts, Wills and Powers of Attorney.. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.