IM Asset Management provides financial planning services to claimants of personal injury awards. We advise solicitors, barristers and the Courts on whether a periodical payment order is beneficial to a claimant and how much of the claim, if any, should be settled by way of a periodical payment order.

Pre-settlement financial planning from IM Asset Management takes place in three stages. These stages allow our financial specialists to analyse the needs of a claimant and to establish the most suitable approach.

Pre-settlement - How does it work?

Stage 1

We analyse the financial needs, wishes and preferences of the claimant.

Our financial planning advisers will begin by analysing the potential size of the claimant's award, their life expectancy, future needs, objectives, their own investment ideas and their current financial circumstances.

Stage 2

We propose the most suitable solution to meet those needs, wishes and preferences.

We use our financial modelling tools and advanced techniques to decide how best to structure a claimant's award to provide a settlement that best meets their requirements. 

Stage 3

We meet to discuss our expert financial report and proposal.

Following this independent financial analysis, our advisers will:

  • Produce an in-depth expert financial report, written in a language that all parties understand. The report will set out our analysis, conclusions and reasons for our preferred route with detailed breakdowns and calculations to establish whether periodical payments or lump sums are the best option (these reports can be used by the Court if required).
  • Arrange meetings to discuss, in simple terms, the advantages and disadvantages of the settlement options available.
  • Attend conferences and settlement meetings to provide live advice on proposals.

 

Contact us for more information
Telephone 0870 1500 900

Email us
Complete our online web enquiry form

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