Valuation and Taxation of Clients' Assets for Division upon Divorce

Wed 13 February 2019

The Caledonian Club 9 Halkin Street London SW1X 7DR

Answers to 9 Thorny Questions: Directly from 8 Supremely Talented Lawyers and Forensic Accountants

5 hrs CPD

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  1. Registration and coffee

  2. Chair's Introduction

    Mat. finance: Valuation and taxation of clients' assets for division upon divorce

    Chaired by: Alexis Campbell QC of 29 Bedford Row

    Alexis assists clients with complex company, trust and pension matters. She is "staggeringly good, not only at grasping commercial practicalities, but also in presenting them."

  3. Valuation

    What are the golden rules for accurately valuing a private business or partnership when contrasting with its income stream?

    Answered by: Nick Andrews of Grant Thornton

    Nick specialises in business and partnership valuations in matrimonial disputes. He has been called on as an expert accounting witness in more than 200 cases in the High Court.

  4. Conduct

    How do you counter questionable conduct: e.g. one party running down a small family company, starting a new similar company and bagging the goodwill?

    Answered by: Leslie Samuels QC

    Leslie is is a leading light: incredibly astute: acclaimed for his skill in cases involving company accounts and expert valuation evidence. He sits as a Deputy High Court Judge.

  5. Morning coffee

  6. Woolly loans

    How do you deal with parents over loans/gifts provided on 'woolly' and, often, solely-verbal terms?

    What can and can't you do to help?

    Answered by: Simon Sugar of 1GC

    Simon specialises in complex financial remedy claims involving companies, business assets and trusts. He is co-author of "Unlocking Matrimonial Assets" and "DIY Divorce & Separation."

  7. Minimising costs

    Which six questions should you always ask your client's tax advisor, e.g. before extracting assets out of a private business?

    Answered by: David Kilshaw of Rawlinson &Hunter

    David is a former EY tax partner with over 30 years' experience of advising on the personal tax aspects of matrimonial law. He appeared as an expert witness in the hotly contested Charman case.

  8. Overrun

  9. Lunch

  10. Pensions

    Using practical examples, how do you control - and overcome - difficulties with the pension-sharing and compensation process?

    Answered by: George Mathieson of Mathieson Consulting

    George is one of the UK's foremost experts in pensions and divorce; known for his practical and highly accessible solutions. He is a key member of the Pensions Advisory Group.

  11. Inheritance, trusts, foreign assets, property

    When reducing the burden of tax and divorce, what do you ask?

    Who do you ask?

    What are the telling sources of information (when you’re suspicious)?

    Answered by: James Rivett of Pump Court Tax Chambers

    James is "hugely clever and a brilliant advocate". "There doesn't seem to be any aspect of tax that he hasn't mastered." He acted for the taxpayer in the Ingenious Film Partners v HMRC case.

  12. Non-parties

    What sway do you have over difficult business partners or trustees (outside the marriage and resistant to disclosure)?

    Answered by: Andrzej Bojarski of The 36 Group

    Andrzej is co-author of "Unlocking Matrimonial Assets" and editor of the Matrimonial Law volumes of Halsbury's. He "is one of the most technically gifted barristers at the family bar."

  13. Over-run

  14. Close of conference

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