Retired and getting divorced?

Retired and getting divorced?

In this Daily Telegraph article “Retired and getting divorced? these are the extra pitfalls you need to know about.   The article explains “Large pension pots, state pension entitlements, splitting large properties and inheritance tax bills are just some of the pitfalls to look out for, on top of the usual financial wrangling of divorce.” Read more  

At Beaufort Wealth Management using cashflow modelling we can look at different potential options when it comes to splitting assets and based on a series of agreed assumptions how these will look over different time periods.  Other implications which need to be factored in are the lifetime allowance and even careful timing in terms of house purchases throughout the divorce can impact tax liabilities. 

It is a minefield and so working with a wealth manager such as Beaufort Wealth Management helps give clients the confidence that they truly understand the implications of major decisions on the rest of their financial lives.



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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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