Mrs W approached us prior to her divorce for help in demonstrating the level of settlement she would need for her and her children. She was 45 years old, married to a successful banker and had two children in private education.
Mrs W wished to secure the largest possible divorce settlement to maintain her own and her children’s lifestyle expectations. We produced a lifetime cash flow report for her and used it to demonstrate the high level of risk involved in meeting her family’s lifestyle needs under the settlement offered. We also used it to show the effect of inflation on the settlement figure over the medium and longer term.
Mrs W and her lawyers were able to use our analysis to secure a higher settlement, taking account of the effects of inflation and her aversion to taking too much investment risk.
This was of great comfort to Mrs W as it meant that she would have fewer financial concerns in the future and would not have to make negative changes to her family’s lifestyle.
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Grosvenor Consultancy Limited is authorised and regulated by the Financial Conduct Authority (Reference 187799).
Tax rules, rates and allowances are all subject to change and are dependant on individual circumstances. The Financial Conduct Authority does not regulate tax advice and some forms of offshore investments. The value of investments and the income from them can fall as well as rise and you may not get back the full amount you invested.
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