Capitalised maintenance—Duxbury calculations

Published by a LexisNexis Family expert
Practice notes

Capitalised maintenance—Duxbury calculations

Published by a LexisNexis Family expert

Practice notes
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This Practice Note provides guidance on the basis and use of Duxbury calculations in relation to the calculation of capitalised spousal or civil partner maintenance/periodical payments, within financial remedy proceedings, including the assumptions made, limitations and the suitability of such calculations. It also considers the courts’ approach to rates of return generally.

The basis of Duxbury calculations

A Duxbury calculation is a calculation designed to identify the capital sum required to meet a periodical payment requirement at a fixed rate for the remainder of the recipient’s life (ie their actuarial life expectancy). The actual rate of return on the capital by a recipient is far from certain however and Duxbury calculations were referred to as a 'tool and not a rule' by Thorpe LJ in White v White. See also: Limitations of Duxbury calculations. The Duxbury tables are available via: At a Glance 2024–2025.

The court has a duty to consider whether a clean break is achievable between the parties, ie that the financial obligations of each party towards the other will be terminated as soon after the grant

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Jurisdiction(s):
United Kingdom
Key definition:
Maintenance definition
What does Maintenance mean?

Payments made to a spouse or civil partner or a former spouse or civil partner for themselves or for a child of the family.

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