The client in this case was in receipt of a Lloyds pension, while also jointly owning property in both England and abroad with his wife.
With tax issues a central part of the case, financial advice was sought from a multinational accounting firm in order to protect both the client’s pension and their international property.
The process has seen the client liaising directly with his wife, using the advice given by both legal and tax advisors to their advantage to come to an equitable agreement that benefits them both. This has served to avoid potentially costly court proceedings, while also maintaining a positive relationship between the pair going forward.
