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home Services Divorce, dissolution and separation support

Case Studies

Divorce, dissolution and separation support

Financial security Financial advice
Financial security Financial advice
Financial security expand_more
Financial security Financial advice
Financial security expand_more
Financial security Financial advice

Through a carefully curated process, we ensure our clients receive a bespoke service that achieves great results for them and their future.

Financial security

Meet Luca, who following a recent divorce has approached Crowe FPUK for financial advice.

Luca is divorcing from his wife, Adele of 15 years; they have two children. Adele travels a lot for work and so, the children will be spending the bulk of their time with Luca.

Luca has taken time out of work in recent years to focus on the childcare as his earnings are less than Adele and it made economic sense at the time. Therefore, he has accrued less in pensions and investments.

Otherwise, they viewed all assets jointly including the marital home which is owned 50/50. Luca is currently resistant to moving and wants his children to remain in the current property to minimise the disruption to their lives but is concerned about cashflow.

Outcomes: results of Luca's planning process:

Visibility

Following a cashflow forecasting exercise, Luca knows what is financially viable and sustainable moving forward.

Peace of mind

Should something happen to him or his ex-partner, as Adele pay’s maintenance, the family will remain financially okay.

Confidence and clarity

Around what his plan look like, the options available to him so he can make great financial decisions.
Following a cashflow forecasting exercise, Luca knows what is financially viable and sustainable moving forward.

Should something happen to him or his ex-partner, as Adele pay’s maintenance, the family will remain financially okay.

Around what his plan look like, the options available to him so he can make great financial decisions.

Through engaging with Crowe Financial Planning, Luca was able to retain control of his narrative, ensure his finances were working hard for him to get great outcomes for his family during a period of significant change.

Financial advice

Follow Janet’s cohabitation separation

After 20 years together, Janet and Tony have decided to separate. They were never married, and their children are grown-up and financially independent. Janet took a lengthy career break due to childcare and has significantly less in pension accrual than Tony.

This is the main discrepancy in their wealth accrual as the bulk of other assets are jointly held. Janet has sought financial planning advice with Crowe Financial Planning as she is uncertain what the next steps look like for her. All joint assets are owned on a 50/50 basis and therefore, there needs to be consideration to the tax implications of splitting their assets.

There is no common-law in place for cohabitees and so, there is no obligation for them to share their individually held assets.

Outcomes: following the planning process Janet now has:

Clarity

Around her retirement shortfall and the planning steps that can be taken to help bridge this to secure her financial future where possible.

Confidence

She has safeguarded her assets for her children moving forward and understands the options and choices available to her. 

Control

Of her finances and is prepared for uncertainty as she has the right financial protection in place to underpin her financial security.
Around her retirement shortfall and the planning steps that can be taken to help bridge this to secure her financial future where possible.
She has safeguarded her assets for her children moving forward and understands the options and choices available to her. 
Of her finances and is prepared for uncertainty as she has the right financial protection in place to underpin her financial security.
Through engaging with Crowe Financial Planning, Janet was able to retain control of her narrative, ensure her finances were working hard and aligned to her needs now her financial position has changed. 
The client names used in this case study are fictitious, but the actual advice case is a true example of the way in which Crowe Financial Planning UK Limited can help clients.

You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

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