Family Finance Forum

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Trainer: Paul Cobley
Trainer: Sofia Thomas
Trainer: Rebecca Fisher

The Resolution family finance forum is suitable for all practitioners in family law who want to gain a deeper understanding of family law-related financial issues.

6 March 2020 – London

Event Programme

12.30pm Lunch and registration
1.30pm-2.30pm State Pensions on divorce with Paul Cobley (Oak Barn Financial Planning)
Paul, who is a Financial Planner and Divorce specialist at Oak Barn Financial Planning will explain the current situation on sharing State Pensions and why the substitution of Basic State Pension may be consigned to history, it is also very much ‘alive and kicking’.
2:30pm-2:40pm Refreshment break
2.40pm-3.40pm Capital Gains Tax in Divorce with Sofia Thomas (Sofia Thomas Ltd)
Sofia Thomas is a chartered tax advisor and founder of Sofia Thomas Ltd, a tax practice which focuses on partnering with family solicitors to provide tax advice to their clients on family breakdown.  She is leading expert on tax on divorce in England and Wales and regularly instructed as a single joint expert for contentious tax disputes. Her talk will cover:

  • Capital Gains Tax on the Main Home
  • Principal Private Residence Relief, changes from April 2020
  • Payment changes for CGT
  • Capital Gains Tax on investment properties
  • CGT on shares
  • HMRC notifications and clearances

Attendees can expect to leave the session with

  • A better understanding of how capital gains tax applies in the context of divorce
  • How to spot potential tax traps and advise clients when to seek advice



Schedule 1 arrangements – Finding your way through the trust maze and tax minefield with Rebecca Fisher (Russell Cooke)
From the straightforward to the complex: this talk helps practitioners find their way through the different Schedule 1 arrangements focussing on the types of trust, tax, reporting obligations, succession issues and practical considerations.


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