Fillable Financial statement For a nancial order under the (Cabinet Office)

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Financial statement For a nancial order under the (Cabinet Office)

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Financial statement
• For a nancial order under the
Matrimonial Causes Act 1973/
Civil Partnership Act 2004
• For nancial relief after an overseas
divorce etc under Part 3 of the
Matrimonial and Family Proceedings
Act 1984/Schedule 7 to the Civil
Partnership Act 2004
To be completed by the relevant party
Name of court Case No.
Name of Applicant
Name of Respondent
of
(please tick appropriate boxes)
Spouse Civil partner
Dated
D D
/
M M
/
Y Y Y Y
The parties are
and
Who is the
Spouse civil partner
Petitioner Applicant Respondent in the
divorce dissolution nullity
(judicial) separation nancial relief application
Applicant in this matter
Who is the
Spouse civil partner
Petitioner Applicant Respondent in the
divorce dissolution nullity
(judicial) separation nancial relief application
Respondent in this matter
This form should only be completed in applications for a nancial order (which can only be
applied for as p
art of a divorce, dissolution, annulment or (judicial) separation in the High Court
or family courts in England and Wales) or for applications for nancial relief after an overseas
divorce/dissolution etc. If the application is for any other nancial remedy please complete Form E1.
If the application is for a variation of an order for a nancial remedy please complete Form E2.
Please ll in this form fully and accurately. Where any box is not applicable, write ‘N/A’.
You have a duty to the court to give a full, frank and clear disclosure of all your nancial and other
relevant circumstances.
A failure to give full and accurate disclosure may result in any order the court makes being set aside.
If you are found to have been deliberately untruthful, criminal proceedings may be brought against
you for fraud under the Fraud Act 2006.
The information given in this form must be conrmed by a statement of truth. Proceedings for
contempt of court may be brought against a person who makes or causes to be made, a false
statement in a document veried by a statement of truth.
You must attach documents to the form where they are specically sought and you may attach other
documents where it is necessary to explain or clarify any of the information that you give.
Essential documents that must accompany this statement are detailed in the form.
If there is not enough room on the form for any particular piece of information, you may continue on an
attached sheet of paper.
If you are in doubt about how to complete any part of this form you should seek legal advice.
This statement is led by
Solicitor’s fee
account no.
Name and address of solicitor
Form E Financial statement (01.16) © Crown Copyright 2016
Click here to reset form
2
1 General Information
1.1 Full name
1.2 Date of birth
Date Month Year
1.3 Date of the marriage/
civil partnership
Date Month Year
1.4 Occupation
1.5 Date of the
separation
Date Month Year
Tick here if not applicable
1.6 Date of the
Petition for divorce/
dissolution/nullity/
(judicial) separation
Date Month Year
Decree nisi/
conditional order/
(judicial) separation order
Date Month Year
Decree absolute/
nal order
(if applicable)
Date Month Year
1.7 If you have
subsequently
married or
formed a civil
partnership, or
will do so,
state the date
Date Month Year
1.8 Are you living with a new
partner?
Yes
No
1.9 Do you intend to live with a
new partner within the next
six months?
Yes
No
1.10 Details of
any children
of the family
Full names
Date of birth
Date Month Year
With whom does
the child live?
1.11 Details of
the state
of health of
yourself and
the children
if you think
this should
be taken into
account
Yourself Children
3
1.12 Details of the present and proposed future educational arrangements for the children.
Present arrangements Future arrangements
1.13 Details of any child support maintenance calculation or any maintenance order or agreement made
in respect of any children of the family. If no calculation, order or agreement has been made, give
an estimate of the liability of the non-resident parent in respect of the children of the family under
the Child Support Act 1991.
1.14 If this application is to vary an order, attach a copy of the order and give details of the part that is
to be varied and the changes sought. You may need to continue on a separate sheet.
1.15 Details of any other court cases between you and your spouse/civil partner, whether in relation
to money, property, children or anything else.
Case No Court Type of proceedings
1.16 Your present residence and the occupants of it and on what terms you occupy it
(e.g. tenant, owner-occupier).
Address Occupants Terms of occupation
4
2 Financial Details Part 1 Real Property (land and buildings) and
Personal Assets
2.1 Complete this section in respect of the family home (the last family home occupied by you and
your spouse/civil partner) if it remains unsold.
Documentation required for attachment to this section:
a) A copy of any valuation of the property obtained within the last six months. If you cannot
provide this document, please give your own realistic estimate of the current market value
b) A recent mortgage statement conrming the sum outstanding on each mortgage
Property name and address
Land Registry title number
Mortgage company name(s) and
address(es) and account number(s)
Type of mortgage
Details of who owns the property and the
extent of your legal and benecial interest
in it (i.e. state if it is owned by you solely or
jointly owned with your spouse/civil partner
or with others)
If you consider that the legal ownership
as recorded at the Land Registry does not
reect the true position, state why
Current market value of the property
Balance(s) outstanding on any mortgage(s)
If a sale at this stage would result in
penalties payable under the mortgage,
state amount
Estimate the costs of sale of the property
Total equity in the property
(i.e. market value less outstanding
mortgage(s), penalties if any and the costs
of sale)
TOTAL value of your interest in the family home: Total A £
5
2.2 Details of your interest in any other property, land or buildings. Complete one page for each
property you have an interest in.
Documentation required for attachment to this section:
a) A copy of any valuation of the property obtained within the last six months. If you cannot
provide this document, please give your own realistic estimate of the current market value
b) A recent mortgage statement conrming the sum outstanding on each mortgage
Property name and address
Land Registry title number
Mortgage company name(s) and
address(es) and account number(s)
Type of mortgage
Details of who owns the property and the
extent of your legal and benecial interest
in it (i.e. state if it is owned by you solely or
jointly owned with your spouse/civil partner
or with others)
If you consider that the legal ownership
as recorded at the Land Registry does not
reect the true position, state why
Current market value of the property
Balance outstanding on any mortgage(s)
If a sale at this stage would result in
penalties payable under the mortgage,
state amount
Estimate the costs of sale of the property
Total equity in the property
(i.e. market value less outstanding
mortgage(s), penalties if any and the costs of
sale)
Total value of your interest in this property
TOTAL value of your interest in ALL other property: Total B £
6
2.3 Details of all personal bank, building society and National Savings Accounts that you hold or have
held at any time in the last twelve months and which are or were either in your own name or in
which you have or have had any interest. This applies whether any such account is in credit or in
debit. For joint accounts give your interest and the name of the other account holder. If the account
is overdrawn, show a minus gure.
Documentation required for attachment to this section:
For each account listed, all statements covering the last 12 months.
Name of bank or
building society,
including branch name
Type of account
(e.g. current)
Account
number
Name of other
account holder
(if applicable)
Balance at
the date of
this statement
Total current
value of your
interest
TOTAL value of your interest in ALL accounts: (C1) £
2.4 Details of all investments, including shares, PEPs, ISAs, TESSAs, National Savings Investments
(other than already shown above), bonds, stocks, unit trusts, investment trusts, gilts and other
quoted securities that you hold or have an interest in. (Do not include dividend income as this will
be dealt with separately later on.)
Documentation required for attachment to this section:
Latest statement or dividend counterfoil relating to each investment.
Name Type of Investment
Size of Holding Current
value
Name of any other
account holder
(if applicable)
Total current
value of your
interest
TOTAL value of your interest in ALL holdings: (C2) £
7
2.5 Details of all life insurance policies including endowment policies that you hold or have an interest in.
Include those that do not have a surrender value. Complete one page for each policy.
Documentation required for attachment to this section:
A surrender valuation of each policy that has a surrender value.
Name of company
Policy type
Policy number
If policy is assigned, state in whose favour
and amount of charge
Name of any other owner and the extent of
your interest in the policy
Maturity date
(if applicable)
Date Month Year
Current surrender value (if applicable)
If policy includes life insurance, the amount
of the insurance and the name of the
person whose life is insured
Total current surrender value of your
interest in this policy
TOTAL value of your interest in ALL policies: (C3) £
2.6 Details of all monies that are OWED TO YOU. Do not include sums owed in director’s or partnership
accounts which should be included at section 2.11.
Brief description of money owed and by whom
Balance
outstanding
Total current value
of your interest
TOTAL value of your interest in ALL debts owed to you: (C4) £
8
2.7 Details of all cash sums held in excess of £500. You must state where it is held and the currency it
is held in.
Where held
Amount Currency Total current value
of your interest
TOTAL value of your interest in ALL cash sums: (C5) £
2.8 Details of personal belongings individually worth more than £500.
INCLUDE:
• Cars (gross value)
• Collections, pictures and jewellery
• Furniture and house contents
Brief description of item
Total current value
of your interest
TOTAL value of your interest in ALL personal belongings: (C6) £
Add together all the gures in boxes C1 to C6 to give the TOTAL current
value of your interest in personal assets: TOTAL C £
9
2 Financial Details Part 2 Capital: Liabilities and Capital Gains Tax
2.9 Details of any liabilities you have.
EXCLUDE liabilities already shown such as:
• Mortgages
• Any overdrawn bank, building society or National Savings accounts
INCLUDE:
• Money owed on credit cards and store cards
• Bank loans
• Hire purchase agreements
List all credit and store cards held including those with a nil or positive balance. Where the liability
is not solely your own, give the name(s) of the other account holder(s) and the amount of your
share of the liability.
Liability
Name(s) of other
account holder(s)
(if applicable)
Total liability Total current value
of your interest in
the liability
TOTAL value of your interest in ALL liabilities: (D1) £
2.10 If any Capital Gains Tax would be payable on the disposal now of any of your real property or
personal assets, give your estimate of the tax liability.
Asset
Total Capital
Gains Tax liability
TOTAL value of ALL your potential Capital Gains Tax liabilities: (D2) £
Add together D1 and D2 to give the TOTAL value of your liabilities: TOTAL D £
10
2 Financial Details Part 3 Capital: Business assets and directorships
2.11 Details of all your business interests. Complete one page for each business you have an interest in.
Documentation required for attachment to this section:
a) Copies of the business accounts for the last two nancial years
b) Any documentation, if available at this stage, upon which you have based your estimate of
the current value of your interest in this business, for example a letter from an accountant or a
formal valuation.
It is not essential to obtain a formal valuation at this stage
Name of the business
Briey describe the nature of the business
Are you (please tick appropriate box)
Sole trader
Partner in a pa
rtnership with others
Shareholder in a limited company
If you are a partner or a shareholder, state
the extent of your interest in the business
(i.e. partnership share or the extent of
your shareholding compared to the overall
shares issued)
State when your next set of accounts will
be available
If any of the gures in the last accounts are
not an accurate reection of the current
position, state why.
For example, if there has been a material
change since the last accounts, or if the
valuations of the assets are not a true
reection of their value (e.g. because
property or other assets have not been re-
valued in recent years or because they are
shown at a book value)
Total amount of any sums owed to you by
the business by way of a director’s loan
account, partnership capital or current
accounts or the like. Identify where these
appear in the business accounts
Your estimate of the current value of your
business interest. Explain briey the basis
upon which you have reached that gure
Your estimate of any Capital Gains Tax
that would be payable if you were to
dispose of your business now
Net value of your interest in this business
after any Capital Gains Tax liability
TOTAL value of ALL your interests in business assets: TOTAL E £
11
2.12 List any directorships you hold or have held in the last 12 months (other than those already
disclosed in Section 2.11).
12
2 Financial Details Part 4 Capital: Pensions and Pension
Protection Fund (PPF) Compensation
2.13 Give details of all your pension rights and all PPF compensation entitlements, including prospective
entitlements. Complete a separate page for each pension or PPF compensation entitlement.
EXCLUDE:
• Basic State Pension
INCLUDE (complete a separate page for each one):
• Additional State Pension (SERPS and State Second Pension (S2P))
• Free Standing Additional Voluntary Contribution Schemes (FSAVC) separate from the scheme
of your employer
• Membership of ALL pension plans or schemes
• PPF compensation entitlement for each scheme you were a member of which has transferred to PPF
Documentation required for attachment to this section:
a) A recent statement showing the cash equivalent (CE) provided by the trustees or managers of
each pension arrangement; for the additional state pension, a valuation of these rights or for
PPF a valuation of PPF compensation entitlement
b) If any valuation is not available, give the estimated date when it will be available and attach
a copy of your letter to the pension company, administrators, or PPF Board from whom the
information was sought and/or state the date on which an application for a valuation of an
Additional State Pension was submitted to the Department of Work and Pensions
Name and address of pension
arrangement or PPF Board
Your National Insurance Number
Number of pension arrangement or
reference number or PPF compensation
reference number
Type of scheme
e.g. occupational or personal, nal salary,
money purchase, additional state pension,
PPF or other (if other, please give details)
Date the CE, PPF compensation or
additional state pension was calculated
Date Month Year
Yes No
Is the pension in payment or drawdown?
(please answer Yes or No)
State the CE quotation, the additional state
pension valuation or PPF valuation of those
rights
If the arrangement is an occupational
pension arrangement that is paying
reduced CEs, please quote what the CE
would have been if not reduced. If this
is not possible, please indicate if the CE
quoted is a reduced CE
Is the PPF compensation capped?
(please answer Yes or No)
TOTAL value of ALL your pension assets: TOTAL F £
Yes No
13
2 Financial Details Part 5 Capital: Other assets
2.14 Give details of any other assets not listed in Parts 1 to 4 above.
INCLUDE (the following list is not exhaustive):
• Any personal or business assets not yet disclosed
• Unrealisable assets
• Share option schemes, stating the estimated net sale proceeds of the shares if the options
were capable of exercise now, and whether Capital Gains Tax or income tax would be payable
• Business expansion schemes
• Futures
• Commodities
• Trust interests (including interests under a discretionary trust), stating your estimate of the
value of the interest and when it is likely to become realisable. If you say it will never be
realisable, or has no value, give your reasons
• Any asset that is likely to be received in the foreseeable future
• Any asset held on your behalf by a third party
• Any asset not disclosed elsewhere on this form even if held outside England and Wales
You are reminded of your obligation to disclose all your nancial assets and interests of ANY nature.
Type of asset Value
Total NET value
of your interest
TOTAL value of ALL your other assets: TOTAL G £
14
2 Financial Details Part 6 Income: Earned income from employment
2.15 Details of earned income from employment. Complete one page for each employment.
Documentation required for attachment to this section:
a) P60 for the last nancial year (you should have received this from your employer shortly after the
last 5th April)
b) Your last three payslips
c) Your last Form P11D if you have been issued with one
Name and address of your employer
Job title and brief details of the type of
work you do
Hours worked per week in this employment
How long have you been with this employer?
Explain the basis of your income
i.e. state whether it is based on an annual
salary or an hourly rate of pay and whether
it includes commissions or bonuses
Gross income for the last nancial year as
shown on your P60
Net income for the last nancial year
i.e. gross income less income tax and
national insurance
Average net income for the last three
months i.e. total income less income tax
and national insurance divided by three
Briey explain any other entries on the
attached payslips other than basic income,
income tax and national insurance
If the payslips attached for the last three
months are not an accurate reection of
your normal income briey explain why
Details and value of any bonuses or other
occasional payments that you receive from
this employment not otherwise already
shown, including the basis upon which
they are paid
Details and value of any benets in kind,
perks or other remuneration received from
this employer in the last year
(e.g. provision of a car, payment of travel,
accommodation, meal expenses, etc.)
Your estimate of your net income from this
employment for the next 12 months.
If this differs signicantly from your current
income explain why in box 4.1.2
Estimated TOTAL of ALL net earned income from
employment for the next 12 months:
TOTAL H
£
15
2 Financial Details Part 7 Income: Income from self-employment or
partnership
2.16 You will have already given details of your business and provided the last two years accounts at
section 2.11. Complete this section giving details of your income from your business. Complete one
page for each business.
Documentation required for attachment to this section:
a) A copy of your last tax assessment or, if that is not available, a letter from your accountant
conrming your tax liability
b) If net income from the last nancial year and estimated net income for the next 12 months is
signicantly different, a copy of management accounts for the period since your last account
Name of the business
Date to which your last accounts were
completed
Your share of gross business prot from
the last completed accounts
Income tax and national insurance payable
on your share of gross business prot above
Net income for that year (using the two
gures directly above, gross business
prot less income tax and national
insurance payable)
Details and value of any benets in kind,
perks or other remuneration received from
this business in the last year
e.g. provision of a car, payment of travel,
accommodation, meal expenses, etc.
Amount of any regular monthly or other
drawings that you take from this business
If the estimated gure directly below is
different from the net income as at the end
date of the last completed accounts, briey
explain the reason(s)
Your estimate of your net annual income
for the next 12 months
Estimated TOTAL of ALL net income from
self-employment or partnership for the next 12 months:
TOTAL I
£
16
2 Financial Details Part 8 Income: Income from investments
e.g. dividends, interest or rental income
2.17 Details of income received in the last nancial year (the year ended last 5th April), and your
estimate of your income for the current nancial year. Indicate whether the income was paid gross
or net of income tax. You are not required to calculate any tax payable that may arise.
Nature of income and the asset from
which it derived
Paid gross or net
Income received
in the last nancial
year
Estimated income
for the next
12 months
Estimated TOTAL investment income for the next 12 months: TOTAL J £
17
2 Financial Details Part 9 Income: Income from state
benets (including state pension
and child benet)
2.18 Details of all state benets that you are currently receiving.
Name of benet Amount paid
Frequency of
payment
Estimated income
for the next
12 months
Estimated TOTAL benet income for the next 12 months: TOTAL K £
18
2 Financial Details Part 10 Income: Any other income
2.19 Details of any other income not disclosed above.
INCLUDE:
Any source including a Pension (excluding State Pension), and Pension Protection Fund (PPF)
compensation
• from which income has been received during the last 12 months (even if it has now ceased)
• from which income is likely to be received during the next 12 months
You are reminded of your obligation to give full disclosure of your nancial circumstances
Nature of income Paid gross or net
Income received
in the last nancial
year
Estimated income
for the next
12 months
Estimated TOTAL other income for the next 12 months: TOTAL L £
19
2 Financial Details Summaries
2.20 Summary of your capital (Parts 1 to 5).
Description
Reference of
the section on
this statement
Value
Current value of your interest in the family home A
Current value of your interest in all other property B
Current value of your interest in personal assets C
Current value of your interest in business assets E
Current value of your pension and PPF compensation assets F
Current value of all your other assets G
Total value of your assets (Totals A+B+C+E+F+G)
£
Current value of your liabilities D
Value of your assets LESS the value of your liabilities (Totals A+B+C+E+F+G – D) £
2.21 Summary of your estimated income for the next 12 months (Parts 6 to 10).
Description
Reference of
the section on
this statement
Value
Estimated net total of income from employment
H
Estimated net total of income from self-employment or partnership
I
Estimated net total of investment income
J
Estimated state benet receipts
K
Estimated net total of all other income
L
Estimated TOTAL income for the next 12 months (Totals H to L): £
20
3 Financial Requirements Part 1 Income needs
3.1 Income needs for yourself and for any children living with you or provided for by you. ALL gures
should be annual, monthly or weekly (state which). You must not use a combination of these
periods. State your current income needs and, if these are likely to change in the near future,
explain the anticipated change and give an estimate of the future cost.
The income needs below are:
(delete those not applicable)
Weekly Monthly Annual
I anticipate my income needs are going to change because
3.1.1 Income needs for yourself.
INCLUDE:
• All income needs for yourself
• Income needs for any children living with you or provided for by you only if these form
part of your total income needs (e.g. housing, fuel, car expenses, holidays, etc)
Item
Current cost Estimated future
cost
SUB-TOTAL your income needs £
3.1.2 Income needs for children living with you or provided for by you.
INCLUDE:
• Only those income needs that are different to those of your household shown above
Item
Current cost Estimated future
cost
SUB-TOTAL children’s income needs: £
TOTAL of ALL income needs: £
21
3 Financial Requirements Part 2 Capital needs
3.2 Set out below the reasonable future capital needs for yourself and for any children living with you or
provided for by you.
3.2.1 Capital needs for yourself.
INCLUDE:
• All capital needs for yourself
• Capital needs for any children living with you or provided for by you only if these form part of
your total capital needs (e.g. housing, car, etc.)
Item Cost
SUB-TOTAL your capital needs: £
3.2.2 Capital needs for children living with you or provided for by you.
INCLUDE:
• Only those capital needs that are different to those of your household shown above
Item Cost
SUB-TOTAL your children’s capital needs £
TOTAL of ALL capital needs: £
22
4 Other Information
4.1 Details of any signicant changes in your assets or income.
At both sections 4.1.1 and 4.1.2, INCLUDE:
• ALL assets held both within and outside England and Wales
• The disposal of any asset
4.1.1 Signicant changes in assets or income during the LAST 12 months.
4.1.2 Signicant changes in assets or income likely to occur during the NEXT 12 months.
4.2 Brief details of the standard of living enjoyed by you and your spouse/civil partner during the
marriage/civil partnership.
23
4.3 Are there any particular contributions to the family property and assets or outgoings, or to family life,
or the welfare of the family that have been made by you, your partner or anyone else that you think
should be taken into account? If there are any such items, briey describe the contribution and state
the amount, when it was made and by whom.
INCLUDE:
• Contributions already made
• Contributions that will be made in the foreseeable future
4.4 Bad behaviour or conduct by the other party will only be taken into account in very exceptional
circumstances when deciding how assets should be shared after divorce/dissolution. If you feel it
should be taken into account in your case, identify the nature of the behaviour or conduct below.
4.5 Give details of any other circumstances that you consider could signicantly affect the extent of
the nancial provision to be made by or for you or any child of the family.
INCLUDE (the following list is not exhaustive):
• Earning capacity
• Disability
• Inheritance prospects
• Redundancy
• Retirement
• Any agreement made between you and your spouse/civil partner before or after your
marriage/civil partnership stating whether or not you rely upon the agreement giving your
reasons
• Any plans to marry, form a civil partnership or live with a new partner
• Any contingent liabilities
24
4.6 If you have subsequently married or formed a civil partnership (or intend to) or are living with
another person (or intend to), give brief details, so far as they are known to you, of his or her
income, assets and liabilities.
Annual Income
Nature of income Value
(if known, state whether
gross or net)
Total income: £
Assets and Liabilities
Item Value
(if known)
Total assets/liabilities: £
25
5 Order Sought
5.1 If you are able at this stage, specify what kind of orders you are asking the court to make.
Even if you cannot be specic at this stage, if you are able to do so, indicate:
a) If the family home is still owned, whether you are asking for it to be transferred to yourself or
your spouse/civil partner or whether you are saying it should be sold
b) Whether you consider this is a case for continuing spousal maintenance/maintenance for your
civil partner or whether you see the case as being appropriate for a ‘clean break’ (A ‘clean
break’ means a settlement or order which provides amongst other things, that neither you nor
your spouse/civil partner will have any further claim against the income or capital of the other
party. A ‘clean break’ does not terminate the responsibility of a parent to a child.)
c) Whether you are seeking a
i) pension sharing order
ii) pension attachment order
iii) pension compensation sharing order
iv) pension compensation attachment order
d) If you are seeking a transfer or settlement of any property or assets, identify the property or
assets in question
5.2 If you are seeking a variation of an ante-nuptial or post-nuptial settlement or a relevant settlement
made during, or in anticipation of, a civil partnership, identify the settlement, by whom it was made,
its trustees and beneciaries and state why you allege it is a settlement which the court can vary.
5.3 If you are seeking an avoidance of disposition order, or if you have already applied for such an
order, identify the property to which the disposition relates and the person or body in whose favour
the disposition is alleged to have been made.
26
Statement of Truth
*delete as appropriate
*[I believe] [the Applicant/Respondent believes] that the facts stated in this statement are true
*I am duly authorised by the Applicant/Respondent to sign this statement
and conrm that the information given above is a full, frank, clear and accurate disclosure of my
nancial and other relevant circumstances.
Print full name
Address for service
Postcode
Name of Applicant’s/
Respondent’s
solicitor’s rm
Signed
*(Applicant/Respondent) (Litigation friend)
*(Applicant’s/Respondent’s solicitor)
Dated
D D
/
M M
/
Y Y Y Y
Position or ofce held
(if signing on behalf of
rm or company)
Proceedings for contempt of court may be brought against a person who makes or
causes to be made, a false statement in a document veried by a statement of truth.
Address all communications to the Court Manager of the Court and quote the case number.
If you do not quote this number, your correspondence may be returned.
Schedule of Documents to accompany Form E
The following list shows the documents you must attach to your Form E if applicable. You may attach other
documents where it is necessary to explain or clarify any of the information that you give in the Form E.
Form E
paragraph
Document
Please tick
Attached Not
applicable
To
follow
1.14
Application to vary an order: if applicable, attach a copy of the
relevant order.
2.1
Matrimonial home valuation: a copy of any valuation relating to
the matrimonial home that has been obtained in the last six months.
2.1
Matrimonial home mortgage(s): a recent mortgage statement in
respect of each mortgage on the matrimonial home conrming the
amount outstanding.
2.2
Any other property: a copy of any valuation relating to each other
property disclosed that has been obtained in the last six months.
2.2
Any other property: a recent mortgage statement in respect of
each mortgage on each other property disclosed conrming the
amount outstanding.
2.3
Personal bank, building society and National Savings accounts:
copies of statements for the last 12 months for each account that
has been held in the last twelve months, either in your own name or
in which you have or have had any interest.
2.4
Other investments: the latest statement or dividend counterfoil
relating to each investment as disclosed in paragraph 2.4.
2.5
Life insurance (including endowment) policies: a surrender
valuation for each policy that has a surrender value as disclosed
under paragraph 2.5.
2.11
Business interests: a copy of the business accounts for the last
two nancial years for each business interest disclosed.
2.11
Business interests: any documentation that is available to conrm
the estimate of the current value of the business, for example, a letter
from an accountant or formal valuation if that has been obtained.
2.13
Pension and PPF compensation: a recent statement showing
the cash equivalent (CE) provided by the trustees or managers of
each pension arrangement or valuation of each PPF entitlement
provided by the PPF Board that you have disclosed (or, in the case
of the additional state pension, a valuation of these rights). If not yet
available, attach a copy of the letter sent to the pension company,
administrators or the PPF Board requesting the information.
2.15
Employment income: your P60 for the last nancial year in respect
of each employment that you have.
2.15
Employment income: your last three payslips in respect of each
employment that you have.
2.15
Employment income: your last form P11D if you have been issued
with one.
2.16
Self-employment or partnership income: a copy of your last tax
assessment or if that is not available, a letter from your accountant
conrming your tax liability.
2.16
Self-employment or partnership income: if net income from the
last nancial year and the estimated income for the next twelve
months is signicantly different, a copy of the management accounts
for the period since your last accounts.
State
relevant
Form E
paragraph
Description of other documents attached:
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Financial statement For a nancial order under the (Cabinet Office)

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Completed 24 May 2021

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