Skip to main content
A Guide to Divorce: 7 Key Financial Planning Steps
Having a financial plan can help secure your future and give you peace of mind.
In this guide:
- How can a financial adviser help with the divorce process? - Our cash flow modelling and budgeting capability helps to assess and identify monetary needs and ensure any financial settlement is sufficient for its purpose.
- How to mitigate tax in a divorce - The cost of requesting assistance from your professional could be offset by the resultant potential tax savings.
- Pensions and divorce - After the main residence the most significant family asset is quite often accrued pension entitlement.
DownloadPlease note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.
Provide your details below to receive your free guide.
From this guide:
We have identified 7 key financial steps to achieve financial peace of mind before, during and after divorce.
1. Get organised
It can be difficult to organise and gain a firm grasp of your finances if you have not been directly responsible for them during your marriage. However, you will be required to complete a detailed financial statement (Form E) when progressing divorce proceedings. Help is at hand from your solicitor, or financial adviser, when completing your Form E. However, the more personally organised you are the less time and hence cost will arise from the involvement of your professional advisers at this stage of proceedings.
It can prove empowering to gain a fuller grasp of your finances during divorce proceedings and this is good preparation for when you assume personal responsibility for your finances post-divorce.
Download the full guide to read more.
Related content
A thorough guide to help support you in preparation for your retirement and provide an insight into investment.
It's important to understand the implications of a Defined Benefit pension transfer.
The pension landscape has changed significantly in the last 20 years or so, as the way in which people work has changed.
Our clients speak for us
Meet our expert team
Copy of Copy of Copy of Copy of Template - People block - list (6.06)
Alex Hatfield
Partner - Chartered Financial Planner, FPFS, MCSI
Alex, Partner and Chartered Financial Planner, helps clients plan for every stage of life, using cash-flow modelling to give clarity and confidence in their financial future.
Ellie Jarvis
Financial Adviser - Chartered Financial Planner, APFS
Based in Leeds, Ellie is a Chartered Financial Planner guiding clients nationwide through retirement, tax, investment and broader financial planning decisions.
Steffan Alemanno
Senior Financial Adviser - Chartered Financial Planner, APFS
Helping clients navigate their financial goals, Steffan is a Chartered Financial Planner who supports a wide range of planning needs and prepares them for both today and the future.