What is a matrimonial dispute?
A matrimonial dispute arises from the breakdown of a marriage between two parties and involves resolving key matters such as financial settlements, division of assets, and, where applicable, child arrangements.
The objective of a matrimonial dispute is to reach a fair and equitable outcome for all parties involved. Our team of specialists can support this process by providing clear, independent financial insight to help inform decision-making and achieve a balanced resolution.
Our matrimonial dispute services
Business Valuations acting as a Single Joint Expert
- We carry out robust, evidence-based valuations to determine the value of a business. Our specialists consider a range of recognised methodologies, including income-based approaches and current market conditions, to ensure an accurate and defensible valuation. In addition, we consider sustainable income, cash extraction and tax implications thereof.
Tax matters acting as Single Joint Expert
- We prepare detailed expert reports considering the tax implications arising from the disposal and restructuring of assets, including property sales, investment portfolios, private company interests, share buy-backs, liquidations and crypto assets. We also advise on the tax and financial implications of complex corporate structures, family investment companies and family investment trusts, including issues relating to extraction of funds, latent tax liabilities and liquidity.
Shadow Expert
- We provide shadow advisory support in matrimonial finance proceedings, including detailed review and analysis of Forms E and supporting disclosure, preparation of questionnaires and review of responses, assistance with schedules of deficiencies, and forensic analysis of bank statements, company records and financial documentation. Where expert valuation evidence has been obtained, we also undertake a detailed review of valuation report and assist solicitors and counsel in formulating focused technical questions and challenges to the expert’s assumptions, methodology and conclusions.
Mediation Support
- As mediation becomes an increasingly widely used method of resolving matrimonial finance disputes, we can assist solicitors and clients in preparing clear, well-structured financial information to support the mediation process. This includes analysis and presentation of financial disclosure, preparation of schedules and summaries, identification of key financial and tax issues, and independent forensic input to help parties understand the practical and commercial implications of potential settlement options.
Our Forensic & Valuation Services
Why choose Menzies?
We have produced hundreds of expert and advisory reports across a wide range of matrimonial finance matters, including high-net-worth and complex cases involving corporate structures, trusts, business interests and international assets. Our experience includes giving oral evidence in court as expert witnesses in matrimonial proceedings, as well as providing shadow advisory support to solicitors and counsel throughout litigation and mediation. We combine forensic accounting, valuation and tax expertise with a clear understanding of the practical and commercial issues that arise in family disputes.
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