Services

Juno Tax is a Chartered Tax Advisory firm, specialising in providing tax advice during separation or divorce. We provide accredited expert witness services, including the preparation of Single Joint Expert reports for the Family Court. Our team brings extensive experience in working with legal professionals, offering clear, reliable financial expertise in family law cases.

Expert tax advice during separation and divorce


Single Joint Expert Reports

As experts in this field, we have been instructed to prepare numerous Single Joint Expert (SJE) reports. We understand our duties to the Court and that our independence is fundamental. We understand how to to deliver a clear actionable report which is Family Procedure Rules (FPR) 25 compliant.

Some of our recent SJE instructions include:-

  • Capital gains tax implications on property portfolio of 100+ properties, value over £40,000,000.
  • Tax implications of transfer or sale of shareholding on company shareholding valued at £38,000,000

If you require a quotation for a SJE report, please email us at family@junotax.co.uk.

Party Expert Reports

In cases where one party requires a tax report, we are able to prepare these on a range of tax issues, including quantifying a HMRC liability, or tax implications of withdrawing cash from a company.

Some of our recent party expert reports include:-

  • Impact of the lifetime allowance charge on a Pension Sharing Order
  • Impact of a company purchase of own shares on the ‘seller’

Shadow Expert

It can be difficult to draft appropriate questions to a tax adviser without a background in tax. We can work with family solicitors to either draft questions for an SJE report or to assist in reviewing and analysing the report. There may also be times when a couple’s shared Accountant has been used to prepare a report and it requires a second opinion to ensure impartiality.

Our recent shadow expert instructions include:-

  • Reviewing initial SJE report to provide a client with a second opinion on the treatment of a property portfolio in relation to trading or investment income.
  • Preparing questions for an SJE report on undisclosed assets.

Financial Neutral

We are able to act as a Financial Neutral in mediation and collaborative family law cases, providing impartial tax and financial expertise to support constructive discussions. Our team understands the nuances of the collaborative process and the importance of clear, neutral input in helping parties reach fair and informed agreements.

Review of Form E’s

We are able to review parties’ Forms E following exchange to identify if the case presents as a low, medium or high tax risk and highlight the key risk areas. We will analyse the different assets in the proceedings and identify areas where advice should be sought, highlight if there are any possible tax reliefs or tax saving strategies that may be available, key questions to be asked and an approximate price of a report. We will also set out what further information should be gathered ahead of any report.

This enables any tax issues to be identified at an early stage before First Appointment so that a Part 25 application can be made in sufficient time to avoid any delays.

HMRC Investigations

In some cases, financial matters cannot move forward until the parties understand their tax position.  This is particularly common is one party has an ongoing HMRC investigation, or has undisclosed income in the UK or overseas, and is under threat of an HMRC investigation.

Assessment call

If you are a family law professional, and would like to schedule a blind assessment call with us, please do get in touch. These calls will last up to 20 minutes and if advice is required, we will prepare a draft letter of instruction and quote for services for you to share with your client. Please contact us at family@junotax.co.uk to arrange this.