Q. I read with interest the answer you provided to a recent question regarding the methods of dealing with pension benefits upon divorce. I am a substantial way through the divorce process myself (my wife having left me and having instigated divorce proceedings) and, thankfully, it has remained relatively amicable to date. However, my wife has… Read more »
Q. I am in the process of getting divorced. My ex-wife has sought legal advice but I am self-representing. I am happy to divide the matrimonial assets in my wife’s favour, provided that we are responsible for making our own retirement provision (as we have approximately 20 years until retirement and therefore have sufficient time to… Read more »
Q. I recently completed my self assessment tax return, with the assistance of my accountant. During our meeting, he advised me that I need to seek advice regarding my retirement planning, as the rules regarding the taxation of pensions are set to change. Unfortunately, he stated that he is not an expert on pensions and suggested… Read more »
Q. My husband and I bought our home in 1990 and, as such, have a considerable amount of equity in the property. Our home is currently for sale, as we are planning to down-size. However, a friend has told me that the Chancellor used his autumn statement last week to introduce Capital Gains Tax on… Read more »
My wife died earlier this year without having made a will. She left an estate valued at approximately £450,000 that was divided between me and our only daughter (in accordance with the intestacy rules). This means that I inherited outright a significant proportion of my wife’s estate and I also have a life interest in… Read more »
