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Wealth Management For Divorces​

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Wealth Management For Divorces

If you’re a high net worth professional going through a divorce, you know the process can greatly impact your financial circumstances and your ability to maintain and grow your wealth. This is why ADL Estate Planning provides a comprehensive divorce wealth management service. Effective divorce wealth management requires expertise in these areas:

  • Understanding the law with respect to asset division and financial settlements.
  • Knowledge on regulated wealth management services, including understanding the various tax wrappers you hold your investments in, and this could be Self-Invested Personal Pensions (SIPPs), Small Self Administered Schemes (SSASs), Qualifying Non-UK Pension Schemes (QNUPS), and even Qualifying Recognised Overseas Pension Scheme (QROPS) 
  • Expertise in dealing with tax implications re. Capital Gains Tax (CGT), Chargeable Lifetime Transfer (CLT), Income Tax, Pre-Owned Asset Tax (POAT).
  • Experience in restructuring investment portfolios and retirement plans.
  • Correct reporting of accounts during and after divorce.

All this must be tailored to your specific needs, ensuring a holistic wealth management for divorces.

Understanding Divorce and Wealth Management

Going through a divorce, your assets and wealth will be subject to division, but how this is achieved can have profound effects on your net worth. When it comes to high net worth divorces, you need to consider a range of financial aspects:

  • Are you liable for spousal maintenance payments?
  • How will your property, investments, and pension funds be divided?
  • How does your divorce affect your inheritance tax planning and your estate’s value?
  • What happens to your family business or investment companies?

At ADL Estate Planning, we consider every angle and provide strategic advice to ensure your wealth is protected and enhanced. 

Tailored Divorce Wealth Management Solutions

Each divorce scenario is different, and your personal circumstances will largely determine the strategy we recommend. We assess the entire financial picture, including your current income, future earning potential, existing investments, retirement accounts, business interests, and other assets. 

Through a thorough analysis, we create a custom wealth management strategy to navigate your divorce and set a strong foundation for your financial future.

Safeguard Your Assets with ADL Estate Planning

Divorce, unfortunately, often brings with it financial turmoil. At ADL Estate Planning, we understand the challenges and intricacies of wealth management during and after a divorce. Our primary goal is to reduce this financial strain and protect your assets.

It’s important to address financial matters promptly during a divorce to avoid further complications. Our experts assist in restructuring investments to match your evolving financial context and in devising tailored trusts to secure your wealth and care for your loved ones.

Why Choose ADL Estate Planning?

  • Expertise: Our team comprises seasoned professionals with a wealth of experience in divorce wealth management. We’ve successfully guided numerous high-net-worth individuals through their divorces, helping them to protect and grow their wealth.
  • Personalised Approach: Every client’s situation is unique, and so is our approach. We require a complete understanding of your financial landscape to provide you with the most suitable and strategic wealth management plan.
  • Comprehensive Solutions: We provide a wide array of services that encompass every aspect of wealth management during and post-divorce. 
  • Trust, Integrity, and Transparency: We devote a significant amount of time to your case, even before any contracts are signed, ensuring that we can provide the help you need. We will educate you about the financial implications of your divorce and our proposed strategies.

You can trust us to help you manage your wealth through your divorce. You’re in good hands.

Take Control of Your Financial Future Today

Don’t let the financial complexities of divorce overwhelm you. Reach out to ADL Estate Planning today and take the first step towards safeguarding your wealth. Our team is prepared to give you expert advice and practical solutions customised to your needs. Say goodbye to financial uncertainty – let us guide you towards a secure financial future.

Read testimonials from our satisfied clients on TrustPilot.



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