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Advanced Financial Settlement Pack

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£47.00
£47.00
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10 editable templates for every stage of your financial settlement.


The letters your solicitor charges £300/hr to write — as a starting point you own.


Most people approach the financial settlement reactively, waiting for their solicitor to draft every letter and paying for every hour. These templates change that. Draft the letter yourself. Let your solicitor review it. Not the other way round.


What's included:

- Opening position letter (without prejudice)

- Counter-proposal letter

- Chasing letter

- CETV request letter — send this early, providers take up to 3 months

- Pension sharing order explainer

- Consent Order checklist

- Clean break clause explainer

- Financial sign-off sheet

- Transfer of equity checklist

- Buyout calculation worksheet


Every template includes guidance notes explaining what each section is trying to achieve.


England and Wales specific. Instant download. Word format — fully editable.

You will get the following files:
  • DOCX (12KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • DOCX (11KB)
  • PDF (371KB)