Separation and divorce:
Investing the settlement
If you are receiving a lump sum from a divorce settlement you may need advice on how to invest it to provide you with income now or in your retirement, or to provide a nest egg for the children, and to do so in a tax efficient manner. Some investments can provide you with a ‘tax free income’, protect the capital for your children and mitigate inheritance tax.
Although some investments have minimum limits which may vary between various providers, there is no minimum limit when it comes to investment advice in general. Your options might be more limited if the funds available are smaller, but you still need to know all the options open to you and you will achieve more with professional advice.
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Where next?
Within Separation and divorce…
- The process itself
- Ancillary relief
- The tax effects of separation and divorce
- The family home
- Trusts
- Wills and inheritance tax planning
- Pensions
- Funding the settlement
General…
