Resolve your financial settlement before going to court.
This planner helps separating couples organise their financial information, calculate net equity after realistic deductions, and explore settlement options for private negotiation, mediation or solicitor-led discussion.
Important disclaimer
This planner is designed to help separating couples organise financial information and explore possible settlement options without immediately commencing court proceedings. It is intended to support constructive discussions, mediation and solicitor-led negotiations.
The calculations are estimates only. They do not constitute legal, tax or financial advice and they do not predict the outcome of any application before the Family Court. Financial remedies in England and Wales are determined by the court after considering all the circumstances, including the factors in section 25 of the Matrimonial Causes Act 1973.
Before entering any binding agreement, each party should consider independent legal and tax advice. Capital Gains Tax, pension valuations, company valuations and mortgage redemption figures should be verified by qualified professionals.
Parties & Family Details
1. Property schedule
Add each property separately. This screen is intentionally spread out because the property calculation is usually the most important part of the settlement.
2. Bank accounts / cash
Add current accounts, savings and cash balances. Use the owner field to allocate the value to Party A, Party B or Joint.
| Institution | Account / note | Owner | Balance |
|---|
3. Investments / policies
Include ISAs, shares, funds, crypto, premium bonds and policies. Deduct any CGT or tax to show net value.
| Type | Description | Owner | Gross value | CGT / tax | Net value |
|---|
4. Business interests
Enter business value, shareholding percentage and any estimated CGT/tax deduction.
| Business | Owner | Share % | Estimated value | CGT / tax | Net value |
|---|
5. Chattels
Add vehicles, jewellery, art, watches, furniture, collections and other valuable personal possessions.
| Item | Description | Owner | Value |
|---|
6. Liabilities
Add credit cards, loans, HMRC liabilities, business debts and any other debts to deduct from the asset schedule.
| Debt type | Description | Owner | Amount |
|---|
7. Pension CETVs
Use current Cash Equivalent Transfer Values where available. Pensions are shown separately and then included in the total asset picture.
| Provider | Type / notes | Owner | CETV |
|---|
8. Annual income
Add employment, self-employment, benefits, rental income, maintenance, pension income and other annual income. Monthly figures are calculated automatically.
| Income type | Description | Owner | Annual amount | Monthly |
|---|
Professional financial settlement summary
Review the Form E-style totals, settlement scenarios, observations and report options together on this final screen.
LondonGBP Divorce Settlement Planner Report
| Category | Party A | Party B | Joint / combined |
|---|
Settlement scenarios
Settlement observations
Download or email the report
To download or email the Professional Financial Settlement Summary, the user must verify a genuine email address with a 6-digit PIN. This mirrors the Stamp Duty report flow.