Independent Financial Advisers 01424 777 156 Solla

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