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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.
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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.
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Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.