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Single Joint Expert Tax Reports

Single Joint Expert Tax Reports for Divorce and Financial Remedy Proceedings

Tax can have a significant impact on the true value of assets being divided during a divorce or separation. Whether the asset is a family home, investment property, business interest, share portfolio, pension arrangement, or overseas asset, understanding the tax consequences is essential to achieving a fair settlement.

At UHY Ross Brooke, we provide independent expert tax opinions to solicitors, barristers, mediators, and separating couples. We can be jointly instructed as a Single Joint Expert to provide an impartial expert report on the tax implications of proposed financial settlements.

Our objective is to help the parties and the Court understand the net value of assets and the tax consequences of different settlement options, enabling informed decision-making and reducing the scope for future disputes.

Single Joint Expert Services

As a Single Joint Expert (SJE), we can be jointly instructed by both parties to provide an independent expert report explaining the tax implications of the assets and financial arrangements being considered as part of a divorce settlement.

Our role is to assist the parties, their legal advisers and, where necessary, the Court by providing an independent expert opinion on the potential tax consequences of different settlement options.

Our reports can include:

Capital Gains Tax implications of proposed transfers or disposals
Analysis of available tax reliefs, exemptions, and planning opportunities relevant to the parties’ circumstances
Business shares valuations
Income Tax considerations
Inheritance Tax implications where relevant
Property portfolios and investment assets
Pension-related tax considerations

Expert Witness Independence

Our reports are prepared in accordance with the requirements applicable to expert witnesses in family proceedings. We understand our overriding duty to the Court and the importance of providing clear, objective, and independent evidence that assists the Court in resolving financial remedy disputes.

Our role is not to advocate for either party, but to assist the Court and the parties in understanding the tax consequences of the matters upon which we are instructed.

Why Instruct UHY Ross Brooke?

Our team combines specialist tax expertise with practical experience of the issues commonly encountered in family proceedings. We provide clear, independent, and commercially focused reports to assist the parties and the Court.

We offer:

Extensive expertise analysing Capital Gains Tax implications arising from divorce proceedings
Detailed knowledge of trusts, family investment companies, and owner-managed businesses
Experience analysing tax issues affecting investment property portfolios and family wealth arrangements
Clear and practical reports written for solicitors, barristers, and the Court
The ability to explain complex tax issues in straightforward and understandable terms

Contact Our Single Joint Expert Team

We welcome enquiries from solicitors, barristers, mediators, and separating couples seeking independent tax expertise in family proceedings.

We can discuss the suitability of a SJE appointment, the proposed scope of instructions, estimated costs and likely timescales for reporting.

Contact UHY Ross Brooke to discuss your requirements.

Liz Williamson

Liz is a Senior Tax Manager at UHY Ross Brooke, specialising in inheritance tax planning, probate and succession planning.

She is often engaged by other professionals as a Single Joint Expert to provide an impartial expert report on the tax implications of proposed financial settlements.

She works closely with individuals and families to navigate complex tax issues and develop practical strategies to protect and pass on wealth efficiently to future generations.

Get in touch with Liz