Mike Robertson Associates Ltd, Lifestyle Financial Planners, Battle East Sussex

Divorce and Investments

During the divorce process it is important to have Independent Financial Advice regarding any assets that you may have. Many investment vehicles can have potentially significant tax implications if sold or transferred early.

It is possible that these investments could be counterbalanced against the value of your home, pension or other assets when final negotiated settlement is acheived. Mike Robertson Associates are able to look at the bigger picture and help you to divide your assets in the most tax and cost effective manner.

Mike Robertson Associates can assist with finding the most efficient way of dividing assets such as:

  • Cash
  • Endowments
  • Investment Bonds
  • Shares and Discretionary Portfolios
  • Unit Trusts and Investment Trusts
  • Investment Property
  • Offshore Investments
  • Collections, such as antiquities, art, paintings, jewellery etc
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Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by The Financial Conduct Authority. Registered in England No 4501167. Registered Office 30-34 North Street Hailsham East Sussex BN27 1DW

This site is designed for use by UK residents over the age of 18. Mike Robertson Associates Ltd are not responsible for the content of external websites.

Mike Robertson Associates Ltd is located in Battle, East Sussex, near Hastings, Bexhill and Eastbourne

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