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Matrimonial Finance: Shaping New Law into Solution-Focused Advice for Your Clients

  • Wednesday, 11th March 2020
  • The Lowry Hotel 50 Dearmans Pl Manchester M3 5LH
  • 5 hrs CPD

£249 + VAT

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Answers to 11 Thorny Questions: Directly from 8 Supremely Talented QCs, Senior Juniors and Solicitors

  1. Registration and coffee

  2. Chair's Introduction

    Matrimonial Finance: Shaping new law into solution-focused advice for your clients

    Chaired by: Ros Bever of Irwin Mitchell

    Ros has "achieved monumental success," acting in high-profile disputes and complex money cases. She was shortlisted for the Jordan’s award of Family Law Partner of the Year.

  3. Private companies

    How do you treat deferred lump sums and the probable future sale of a private company that is clearly a family asset, particularly when both spouses are employed by it and rely on it for income?

    Answered by: Sally Harrison QC

    Sally is an "absolute superstar." She is "one of a select few of the best mat finance QCs in the country." "Her submissions in the Supreme Court leave others standing."

  4. Variations

    Drawing on live cases, how far can you push the Court when arguing for the variation of a maintenance order, e.g. if the paying party is retiring or the receiving party inherits or is cohabiting?

    Answered by: Abigail Bennett of JMW Solicitors

    Abigail is a Deputy District Judge; she frequently sits in the most complicated money cases. "She is totally in command, knows everything and instils real confidence."

  5. Morning coffee

  6. TOLATA and Sched. 1

    What can a house owner do when they are not married, but have a baby and the relationship breaks down?

    Occupation order?

    Balance of harm test?

    Answered by: Elizabeth Darlington of Parklane Plowden

    Elizabeth is "simply brilliant in TOLATA cases." "Her knowledge, intellect and advocacy are second to none." She is co-author of ‘Cohabitation and Trusts of Land’.

  7. Economic disadvantage

    If a business is brought into the marriage and built upon, when will “special circumstances" or "economic disadvantage" arguments be successful in securing a share for the non-owning party?

    Answered by: Samantha Hillas of St John’s Buildings

    Samantha is "meticulous, efficient" and has a “fabulous reputation” for her matrimonial finance practice. She acted for Mrs Gohil in the landmark Supreme Court case.

  8. Overrun

  9. Lunch

  10. Loans and gifts

    When the Bank of Mum and Dad is involved, how do you protect a loan which is masquerading as a gift, for the purposes of securing a mortgage?

    When should 3rd parties become interveners?

    Answered by: Susan Grocott QC of Deans Court Chambers

    Susan is "a fabulous advocate and leader for finance matters." "She rapidly distils complex information to the essential arguments." She sits as a Deputy High Court Judge.

  11. Inheritance

    What is realistic and achievable over inherited assets, what happened to them during the marriage, the likelihood of future receipt and the position if one spouse mingled an inheritance but the other didn't?

    Answered by: Deborah Dinan-Hayward of Albion Chambers

    Deborah is acclaimed for her skill in deeply complex financial remedy cases. "She radiates energy, is a joy to work with and always finds her way around a problem."

  12. Pensions

    Going beyond the PAG's July 2019 report, when should you apply a utility discount to a client's pension and what should that discount be, i.e. where within the suggested range of 0-25%?

    Answered by: Grant Lazarus of 7 Harrington Street

    Grant wrote the paper for the Pensions Advisory Group on the differences between Defined Benefits and Defined Contributions and the consequences for pension sharing orders.

  13. Over-run

  14. Close of conference

All speaker quotes are taken from Chambers Directory, Who’s Who Legal or Legal 500

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