Private Limited Companies in Financial Remedy Proceedings – The Expert View from Two Accountants, a Barrister and a Solicitor

We are very pleased to be able to bring you this webinar – a masterclass on how to tackle issues concerning private limited companies in financial remedy proceedings – presented by Sehjal Gupta, Private Client Tax Director and Paul Smethurst, Partner Forensics Services from Menzies LLP, with legal commentary and guidance from Jennifer Lee, Counsel from Pump Court Chambers, and Jolene Hutchison, Partner at IBB Law. 

This masterclass will cover a range of issues often encountered by solicitors when dealing with private limited companies in the context of divorce, both before and after the issue of financial remedy proceedings.

These will include:

• Analysis and interpretation of company documents
• Making best use of company information obtained pre-disclosure
• Guidance on matters to be raised in a questionnaire
• Valuation issues concerning private limited companies – practicalities, good practice, and methodology
• Tax issues concerning private limited companies, including changes to the tax rules
• The impact of COVID-19 on private limited company valuations and case strategy

Registration

The webinar will be streamed FREE on Thursday 23rd July at 10 am, with the recording made available thereafter on the Simon Gore website via a subscription. To register for the free webinar, please click on the link here. Places are limited.

If you have any other queries please don’t hesitate to contact Simon Gore on 01379 740619 or via email simon.gore@sgcl.co.uk

Speakers

Jennifer Lee; Barrister at Pump Court Chambers
Jennifer Lee is a specialist family law practitioner, with a thriving practice in the area of family finance. She has successfully represented high net worth clients in cases involving family businesses, inherited wealth, substantial pensions, nuptial agreements, and trusts. Many of her cases involve foreign assets and cross-jurisdictional issues, such as the validity or otherwise of an overseas marriage or divorce, or competing claims in multiple jurisdictions (including cases pertaining to Asia and Africa). Jennifer has appeared in a number of high-profile reported cases, most notably in Veluppillai v Veluppillai & Ors [2015] EWHC 3095 (Fam). She represents clients in arbitration and private FDRs, and sits as a private FDR “judge”. She continues to be ranked as a “Leading Junior (Tier 1)- Family and Children Law” in The Legal 500, and as a specialist in “family/matrimonial law” in Chambers & Partners (UK Bar). For further information on Jennifer’s practice please contact Sean Gentleman or James Collier.

Jolene Hutchison; Partner at IBB Law
Jolene Hutchison has more than 15 years’ experience as a family solicitor and is ranked as a leader in her field in Chambers and a recommended lawyer in the Legal 500 for the current year. Jolene is also one of the few regional lawyers to have been ranked in Spears 500 a leading high-net worth publication. Jolene’s expertise covers a wide range of family law matters with particular emphasis on complex financial cases arising on divorce for high-net worth clients.

Sehjal Gupta; Private Client Tax Director at Menzies LLP
Sehjal Gupta has more than 15 years’ experience in private client tax and over the years has worked in firms of all sizes giving her the opportunity to have clients from varying backgrounds and jurisdictions. Her expertise is in advising clients with international aspects to their tax affairs including reviewing residency and domicile issues. Over the years, Sehjal’s interest has increased in family matters including IHT planning and divorce. She has grown a niche in advising clients on the tax implications on divorce and in turn becoming their trusted advisor on their tax affairs.

Paul Smethurst, Partner Forensic Services at Menzies LLP
Paul Smethurst is a highly regarded accounting expert witness and has given evidence in Court, arbitration and other formal hearings.  He has been appointed on numerous occasions as a single joint expert in divorce proceedings usually in connection with business / share valuation. He is also experienced as a shadow expert advising a legal team on areas that might be further explored or challenged and advises Menzies’ clients in non-contentious valuation matters

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