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CALL: 01246 435 996
Wealth properly managed is wealth with a future
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Financial Family Lawyers
 
Introducing:
Jillian Thomas
Managing Director

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FUTURE LIFE
WEALTH MANAGEMENT

RENISHAW HALL STABLE BLOCK
RENISHAW HALL, RENISHAW
SHEFFIELD S21 3WB

01246 435 996
Office hours are 9am-5pm

Money Made Easy
 
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How Jill Thomas' tsunami experience shaped her Future Life
 
 
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Family Lawyers

All clients’ needs are best met when their professional advisers work closely together, imparting their respective specialist knowledge. We have worked with Lawyers in this respect for many years and are well placed to assist you and to add value for your clients in this difficult area.

Pension Planning
When a marriage or civil partnership breaks down, a pension fund is often one of the major components of the financial settlement. It is important that the treatment of the pension fund is given careful thought and consideration. Our impartial advice provides a comprehensive overview, including a transfer value analysis if necessary, culminating in a report on the options available, including offset, earmarking and pension sharing orders.

Where a pension sharing order is awarded we provide all the necessary impartial advice, assessing a suitable future investment strategy and administrative support to complete the transaction to a personal pension arrangement.

Financial Protection
The death, serious illness or loss of employment of a divorced spouse and/or parent can have disastrous financial consequences for dependents who have been awarded earmarking orders. Serious consideration should be given to protecting term maintenance payments, or at the very least these issues discussed and offered to every client at risk.

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