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Bradshaw, Dixon and Moore can help with actuarial reports for offsetting, pension sharing or a combination of the two. If offsetting outside the ancillary relief process you might want to use our Express Pension Valuation from only £25+VAT per scheme. If offsetting within ancillary relief our Valuation Report provides appropriate values for use in offsetting, as well as reasons why to use instead of CETVs at a cost from £425+VAT. In either case our Offset Report provides an objective adjustment to the pension values to allow for tax and/or the importance of cash to the two parties (sometimes known as "discounting"). cost only £200+VAT.
Due to the way schemes implement pension sharing orders 50/50 pension shares are not equal to both parties. Our Pension Sharing Reports meet full independent expert requirements and as well as pension sharing percentages provide appropriate values for use in offsetting. Reports cost from £600+VAT, and can take as little as 2 weeks.
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