Future Budget Estimates

This service is for clients who require a detailed projection of future costs for divorce settlement purposes or for contentious probate claims falling under the Inheritance Act 1975. For a claimant trying to secure reasonable financial provision we can provide an analysis of prior expenditure and/or a budget for future income requirements. We also help defend unrealistic schedules of loss with our expertise in budget revision. What a person can expect to receive from an estate relies on facts and accurate figures. We offer this service in three tiers.  Click here for further details.

In some cases clients do not have access to any financial statements. In these instances Pennywise can research future costs based on the clients' specific living circumstances and provide a categorised estimate of income needs going forward.

This service is also helpful for Independent Financial Advisors and Wealth Managers when calculating income forecasts and requirements.

Absolute confidentiality is guaranteed at all times.