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Financial Planning

Financial Planning And Your Divorce

The general financial planning principals that are relevant for your divorce include: 
  • Assessing your needs and aspirations, assets and liabilities, income and expenditure.
  • Helping you understand the trade off between risk and return and to formulate an attitude to investment risk. 
  • Constructing portfolios applying modern portfolio theory appropriate to your risk profile and to your long term objectives.
  • Managing investments tax efficiently ensuring appropriate use of available tax wrappers (such as ISAs and Pensions).
  • Applying knowledge of how products are priced and charged to evaluate the true worth of existing and new plans.
  • Forecasting cash flows based on income and expenditure and projected growth in assets and liabilities.
  • Protecting the financial plan against catastrophes.
  • Reviewing and monitoring the plan going forward as circumstances change.
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