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Compensation management services
Expert support to help manage and protect your client’s compensation awards
Family law client support
Specialist guidance for divorce and settlement planning
International expertise for trustees and advisers
Support for cross-jurisdictional structures and long-term planning
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Specialist wealth management guidance for family law practitioners and their clients navigating divorce and civil partnership settlements.
Financial clarity strengthens settlements. As a family law practitioner, you navigate complex cases where your clients’ financial futures are unclear. Our role is to provide specialist wealth management support that helps you achieve the best outcomes for your clients.
We work alongside you on cases of all sizes – from straightforward settlements to complex, high-net-worth arrangements involving substantial assets, pension portfolios and multi-generational wealth.
To bring family lawyers and their clients the highest level of support, RBC Brewin Dolphin (part of RBC Wealth Management) acquired Mathieson Consulting Ltd. Their actuarial team provides expert witness work for the courts, giving family lawyers and their clients an added layer of confidence and expertise when it matters most.
We provide comprehensive technical support throughout the settlement process, which includes:
Reviewing assets disclosed in Form E, explaining how they can be used and highlighting potential issues and ‘hidden’ benefits that may strengthen your negotiating position.
Identifying the level of income and capital required to support your client’s desired lifestyle. This informs negotiations and conversations around sustainable income strategies or future gifting plans.
Answering questions beyond the ‘clarifying only’ queries that can be put to experts, including those arising from single joint expert reports. We also suggest follow-up questions and run supplementary calculations to strengthen your case.
Opening pension schemes to receive pension credits, overseeing pension credit payments and handling pension credit factor applications and state pension protected payments.
Exploring alternative settlement options and helping develop strategic negotiating points suited to your client’s circumstances.
Attending client meetings and conferences to provide technical expertise and build confidence in the settlement process.
Outlining your client’s circumstances and recommending how their new financial affairs should be structured and assets invested to meet their objectives.
We guide your clients through the practicalities of rebuilding their financial lives by:
Establishing suitable cash holdings to provide breathing space during the transition period.
Determining how much income can be generated from new assets, from what age and in the most tax-efficient manner – including provision for children.
Selecting suitable pension contracts, consolidating existing plans, choosing appropriate investment funds, managing pension sharing orders and establishing death benefit nominations and expression of wishes documents.
Making strategic use of tax wrappers and allowances, including ISAs, investment bonds, general investment accounts, venture capital trusts, business relief schemes and investments for children.
Identifying lifetime gifting strategies and recommending the wealth structures and inheritance tax-relievable investments that best support your legacy.
We understand the pressures of family law work. When you instruct us, you can expect:
Leading technical expertiseAccess to some of the country’s foremost experts on matters such as pensions on divorce.
Responsive serviceTimely responses when cases are time-sensitive and deadlines are approaching.
Clear communicationJargon-free explanations suitable for legal professionals and clients alike.
Technical rigourDetailed analysis and accurate calculations you can rely on.
Collaborative approachWe respect your role as lead adviser and work alongside you to achieve the best outcome.
Ongoing supportContinued wealth management services for your clients after settlement, helping them build confidence in their financial future.
Whether you need technical support on a current case or ongoing wealth management services for your client post-settlement, we’re here to help.
This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist.
Speak with us to explore how we can help you achieve better outcomes for your clients.
We help you protect and grow compensation awards for your clients, with integrated wealth planning tailored to their long-term needs.