Female Image

Mrs Client

Divorce

Aged

49

Married - 2 Children:

20 16

Unemployed

Clean Break Settlement

Background:

Settlement Lump Sum

£1.85m

Savings

£24k

Pension Share

£186k

Income

Nil

Child Maintenance

£3k

Challenges:

Insecurity about future

Client unsure how to achieve income generation
Home to be purchased and acquisition costs to be budgeted for
Structuring the clients entire financial planning to be administratively easy to manage
Implementation of Pension Sharing Order

Click here to find out what we did...

  • 1 . We created a predictive cashflow plan ascertaining the total funds required for property purchase and establishing surplus cash to generate a tax efficient income.
  • 2 . Investment of funds into a suitable investment wrapper in order to generate a tax efficient income.

The Results...

We created a complete financial structure for Mrs Client that was easy to administer, creating clarity and reassurance in the client's mind.

We maintained the client's current income tax status.

We assisted the client in putting all financial building blocks in place to provide her with a sound financial platform.

As a "Resolution Accredited" practice we implemented the client's Pension Sharing Order.