Divorce Planning

Divorce Financial Planning

 

You are seeking accuracy and clarity for your financial settlement.  You wish to make informed decisions about assets and to create a financial plan for your new future.  

Accuracy

Without the involvement of a financial professional, a financial settlement may be agreed based on inaccurate or incomplete information. 

Clarity

Similarly, without the involvement of a financial planner, the implications of altering financial arrangements may not be fully considered or appreciated.  For example, a pension split on the basis of a given percentage of the ‘Cash Equivalent Transfer Value’ (CETV) may not produce benefits in the proportions intended.  Optimal Planning can advise on the advantages and disadvantages of altering each pension arrangement.

Divorce process

A client may benefit from our services whether they are involved in a court-based divorce, a collaborative divorce, or mediation.  

Moving on...

Following a divorce, each party should re-assess their financial situation and create a revised financial strategy, filling in any gaps and moving forwards.  This can be a highly positive exercise as a client considers their aspirations for the future and we embark upon the Optimal Planning Cycle.

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Optimal Planning Ltd, 2017

The Portway Centre

Spitfire Road

Old Sarum

Salisbury SP4 6EB

01722 770600

Optimal Planning Ltd is authorised and regulated by the Financial Conduct Authority, firm reference 463108.  Company Registration Number 5996871