Income & Expenditure Analysis

This service is suitable for Family Law Lawyers and Barristers, Wills, Probate and Trust Solicitors, Independent Financial Advisors (IFAs), Wealth Managers, Mortgage Advisors and Private Clients where full Financial Disclosure or a detailed Fact Find is required.

Pennywise conduct a comprehensive breakdown of our clients' annual income and expenditure through a thorough analysis of financial statements.  In order to carry out this service we will require access to information of relevance.  

Absolute confidentiality is guaranteed at all times.

Hand it to the Experts

An investment in knowledge pays the best interest.

Benjamin Franklin

Uses

Family Law Lawyers & Barristers:
  • Interim Divorce Maintenance Budgets
  • Long-Term Maintenance Budgets 
  • Clean Break Settlements 
  • Future Budget Estimates 
  • Form E Completion
Wills, Probate & Trust Solicitors:
  • Wills (pre & post-divorce)
  • Inheritance Tax Planning
  • Retirement Planning 
Independent Financial Advisors (IFAs):
  • Financial Forecasting 
  • Inheritance Tax Planning 
  • Mortgage Applications 
  • Wealth Management 
Mortgage Advisors:
  • Mortgage Applications
Private Clients:
  • Divorce Maintenance Budgets 
  • Form E Completion 
  • Future Budget Estimates 
  • Post-Divorce Monitoring & Budgeting 
  • Wills (pre & post-divorce) 
  • Inheritance & Retirement Planning 
  • Financial Forecasting 
  • Mortgage Applications 
  • Household Budgeting