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Financial Settlement Agreement

Document your divorce/separation financial settlement with comprehensive asset division, pension sharing, and clean break provisions

👥 Parties to the Agreement

Important: This agreement documents financial settlement terms but is not legally binding until incorporated into a court consent order. Both parties should obtain independent legal advice.

💍 Marriage & Divorce Details

Leave blank if not yet filed
Leave blank if not yet obtained

🏠 Property Provisions

? Sale: Property sold and proceeds divided. Transfer: One party transfers to the other. Mesher/Martin: Deferred sale order until trigger event (children 18, remarriage, etc.).
Lump sum paid for equity buyout
List other properties, their values, and how they're divided

💰 Pension Provisions

Pensions are often the most valuable asset after property. Pension sharing orders transfer a percentage to the other spouse's own pension scheme and require court approval.
List each pension scheme, current value, and percentage to be shared
Specify percentage of lump sum and/or income payments

💵 Lump Sum Payments

📈 Savings & Investments

List all accounts, approximate values, and how they're divided

🏢 Business Interests

Describe business ownership, valuations, and whether retained or divided

💳 Debt Allocation

Important: Creditors can pursue either party for joint debts regardless of this agreement. Consider formal arrangements with creditors or indemnity clauses.
List all debts, balances, and who takes responsibility

🚗 Personal Property & Chattels

List significant items (vehicles, furniture, valuables) and their allocation

💸 Spousal Maintenance

? Clean break: No ongoing payments, both parties financially independent. Nominal order: £1/year (prevents future claims but allows variation if circumstances change dramatically). Ongoing payments: Regular support with review/end dates.

👶 Child Financial Provisions

Child maintenance is typically handled through the Child Maintenance Service (CMS). This section covers additional arrangements agreed privately.
CMS arrangements plus any additional privately agreed support

🛡️ Life Insurance

📊 Tax Liabilities

Capital Gains Tax: Transfers between spouses are CGT-free until decree absolute. Transfers after decree absolute may trigger CGT. Consider timing carefully.
How tax liabilities (if any) are allocated

⏰ Implementation Timeline

Specify clear deadlines for each action to be completed

✂️ Clean Break & Variation Provisions

A clean break dismisses all future financial claims between spouses. Without it, claims can be made indefinitely even decades after divorce.
Most settlements include full clean break provisions

⚖️ Legal Advice Confirmation

Courts require evidence that both parties understood the agreement and had opportunity to obtain legal advice. This doesn't mean you must use a solicitor, but courts prefer confirmation you had the chance to do so.

📝 Additional Terms (Optional)

Your Financial Settlement Agreement is Ready

Review your agreement below - remember this must be incorporated into a court consent order to be legally binding

Export to Word for submission to court with Form A for consent order application.

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