Virtual

Pensions on Divorce and Pension Sharing

27 Jun 2022

Location: 12.00pm - 1.00pm UK Time Virtual Event (Zoom)
Members: FREE - Book by 27 Jun
Non Members: Become a Member above and Register for FREE - Book by 27 Jun

Pensions on Divorce and Pension Sharing

Highlights

In this presentation we will delve into the complex world of pensions and identify some key points of negotiation for a lawyer to use when determining a fair split of a pension fund(s). 

  • Key considerations when dealing with large pension assets on divorce
  • Technical detail of pension sharing 
  • Role of the Single Joint Expert
  • What pensions are you likely to see 
  • Cash flow modelling of pension assets 
  • Value of pension benefits in future lifestyle planning for the divorcee 

Your Expert Speakers include:

David Foster
Director, Private Client Services
EY Frank Hirth

David leads the matrimonial tax planning team. Advises clients with divorce and complex family matter resolutions.

David provides personal tax advice with a focus on international aspects. He advises clients with divorce and complex family matter resolutions, including preparing testimony for court proceedings. He is a member of Resolution - as a qualified tax US UK advisor - and has attended collaborative training.

David offers US estate and UK inheritance tax planning for US citizens and non-resident aliens. He deals with individual business owners and entrepreneurs with a connection to the US, and handles associated corporation and partnership tax matters that impact the individuals involved.

David is a member of the Association of Tax Technicians (ATT) and is a US Enrolled Agent (EA).

David has had a varied international career, working for many years in Belgium. He speaks five languages and has a working knowledge of many European tax systems.

He holds a Bachelor of Arts (B.A.) in French and Business Studies from The University of Sheffield.


David Foster
David Foster Director, Private Client Services
EY Frank Hirth
Jenny Judd
Executive Director
London & Capital

Jenny has over 20 years’ experience in wealth management, starting her career in 1999 advising expatriates on offshore investment funds before moving into corporate account management. Jenny is passionate about building relationships and working with individuals and their families, which prompted a move into the private client space where she has dedicated her time to working with high net worth individuals, building her expertise and areas of specialism.

During this time Jenny has successfully gained Chartered status and became a Fellow of the Personal Finance Society, she is also a member of Resolution. Jenny specialises in helping clients going through significant life changing events with particular focus on supporting high net worth and ultra-high net worth individuals with US connections.

Jenny enjoys running, regularly entering 10km races and lives in the countryside with her two sons.


Jenny Judd
Jenny Judd Executive Director
London & Capital
Charmaine Hast
Consultant
Wedlake Bell

Charmaine is regarded as an expert in English Family Law and is one of the few Family Solicitor finance Arbitrators (CIArb) which means she is able to hand down binding judgments in family law money matters.

Charmaine has the benefit of BA (Psychology) and LLB degrees.

Charmaine has been named in the Spear’s 2021 Index, listed as a leading individual in Legal 500 and is individually ranked in Chambers UK.  She is the only family solicitor to ever be listed on the ePrivateClient’s 50 Most Influential Solicitors.

She has particular experience and expertise in advising on big-money and big-name divorces. She is able to advise on cross-border money matters and has a particular interest in trusts and pensions. Her practice covers divorce, separation, civil partnerships, pre and post-nuptial agreements, co-habitation agreements, children issues, abductions and international law.  She works with the leading Family Law silks.

Charmaine is always conscious of the need to combine the legal and psychological factor to facilitate advantageous results in these financially trying times.


Charmaine Hast
Charmaine Hast Consultant
Wedlake Bell
Jessica Crane
Executive Director
London & Capital

Jessica is an Executive Director in the Private Investment Office. She joined London & Capital in 2007 and has broad experience in advising private clients with wealth management and investment strategy.

Jessica is a firm believer in collaboration and believes that the client can often be best advised by all their advisors working closely together. She therefore has a strong network of professional contacts in the legal, tax and fiduciary professions.

She has been recognised as a PAM Top 40 under 40 Wealth Manager, included in the Spears 500 top advisors and is a CityWealth Power Women award winner. She has a Modern Languages degree from Durham University and speaks fluent French and Italian.


Jessica Crane
Jessica Crane Executive Director
London & Capital

Agenda

11.55am
Audience Log-in
12.00pm
Chair's Opening Remarks
Speakers:
Jessica Crane - Executive Director - London & Capital
12.05pm
Pensions on Divorce and Pension Sharing
Speakers:
David Foster - Director, Private Client Services - EY Frank Hirth
Jenny Judd - Executive Director - London & Capital
Charmaine Hast - Consultant - Wedlake Bell
12.45pm
Panel Q&A
1.00pm
Chair's Summation & Close of Event
Speakers:
Jessica Crane - Executive Director - London & Capital

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Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Paul on +44 2071 014155 or email paul@thoughtleaders4.com