Full and frank disclosure is the foundation of a settlement that lasts. Both of you need the same picture before you can agree what is fair.
What to exchange
- 12 months of statements for every bank and savings account.
- Mortgage statements and a current property valuation.
- Pension CETVs for every scheme, including old workplace pensions.
- Payslips, or accounts if self-employed.
- Details of debts, loans and credit cards.
- Business interests, shares and investment accounts.
Keep it proportionate
For modest, straightforward finances a schedule of assets with supporting statements is usually enough. A full Form E is normally reserved for court proceedings or complex cases.
This article is general information about the law of England and Wales, not legal advice. For advice on your situation, speak to a solicitor.
