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.



Please 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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Sarah Beall

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.9 out of 5

A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.

Merve Oral

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind. 

Daniel Schofield

Partner - DipPFS

Rated 4.7 out of 5

Top Rated Adviser 2022

Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.