Financial statement•ForafinancialorderundertheMatrimonialCausesAct1973/CivilPartnershipAct2004

•ForfinancialreliefafteranoverseasdivorceetcunderPart3oftheMatrimonialandFamilyProceedingsAct1984/Schedule7totheCivilPartnershipAct2004

of

The parties are

and

Form E Financialstatement(04.12)

(pleasetickappropriateboxes)

Husband Wife Civilpartner

To be completed by the relevant party

Nameofcourt CaseNo.

NameofApplicant

NameofRespondent

This form should only be completed in applications for a financial order (which can only be applied for as part of a divorce, dissolution, annulment or (judicial) separation in the High Court or county courts in England and Wales) or for applications for financial relief after an overseas divorce/dissolution etc.IftheapplicationisforanyotherfinancialremedyinthecountycourtpleasecompleteFormE1.Iftheapplicationisforafinancialremedyinthemagistrates’courtpleasecompleteFormE2.

Pleasefillinthisformfullyandaccurately.Whereanyboxisnotapplicable,write‘N/A’.

Youhaveadutytothecourttogiveafull,frankandcleardisclosureofallyourfinancialandotherrelevantcircumstances.

Afailuretogivefullandaccuratedisclosuremayresultinanyorderthecourtmakesbeingsetaside.

Ifyouarefoundtohavebeendeliberatelyuntruthful,criminalproceedingsmaybebroughtagainstyouforfraudundertheFraudAct2006.

Theinformationgiveninthisformmustbeconfirmedbyastatementoftruth.Proceedings for contempt of court may be brought against a person who makes or causes to be made, a false statement in a document verified by a statement of truth.Youmustattachdocumentstotheformwheretheyarespecificallysoughtandyoumayattachotherdocumentswhereitisnecessarytoexplainorclarifyanyoftheinformationthatyougive.

Essentialdocumentsthatmustaccompanythisstatementaredetailedintheform.

Ifthereisnotenoughroomontheformforanyparticularpieceofinformation,youmaycontinueonanattachedsheetofpaper.

Ifyouareindoubtabouthowtocompleteanypartofthisformyoushouldseeklegaladvice.

Thisstatementisfiledby

Nameandaddressofsolicitor

Dated D D / M M / Y Y Y Y

©CrownCopyright2012

Whoisthe husband wife civilpartner Petitioner Applicant Respondentinthe divorce dissolution nullity (judicial)separation financialreliefapplication

Applicantinthismatter

Whoisthe husband wife civilpartner Petitioner Applicant Respondentinthe divorce dissolution nullity (judicial)separation financialreliefapplication

Respondentinthismatter

2

1.1 Fullname

Tickhereifnotapplicable

1.3 Dateofthemarriage/civilpartnership

1.4 Occupation

1.5 Dateofthe separation

1.7 Ifyouhavesubsequentlymarriedorformedacivilpartnership,orwilldoso,

statethedate

1 General Information

1.2 Dateofbirth

1.6 Dateofthe

1.10Detailsof anychildren

ofthefamily

1.11 Detailsofthestateofhealthofyourselfandthechildrenifyouthinkthisshouldbetakenintoaccount

1.8 Areyoulivingwithanewpartner?

1.9 Doyouintendtolivewithanewpartnerwithinthenextsixmonths?

Yes No

Yes No

Date Month Year Date Month Year

Date Month Year

Date Month Year

Petitionfordivorce/dissolution/nullity/(judicial)separation

Decreenisi/conditionalorder/

(judicial)separationorder

Decreeabsolute/finalorder

(ifapplicable)

Date Month Year Date Month Year Date Month Year

FullnamesDateofbirth

Withwhomdoesthechildlive?Date Month Year

Yourself Children

3

1.12Detailsofthepresentandproposedfutureeducationalarrangementsforthechildren.

1.13Detailsofanychildsupportmaintenancecalculationoranymaintenanceorderoragreementmadeinrespectofanychildrenofthefamily.Ifnocalculation,orderoragreementhasbeenmade,giveanestimateoftheliabilityofthenon-residentparentinrespectofthechildrenofthefamilyundertheChildSupportAct1991.

1.14 Ifthisapplicationistovaryanorder,attachacopyoftheorderandgivedetailsofthepartthatistobevariedandthechangessought.Youmayneedtocontinueonaseparatesheet.

1.15Detailsofanyothercourtcasesbetweenyouandyourspouse/civilpartner,whetherinrelationtomoney,property,childrenoranythingelse.

1.16Yourpresentresidenceandtheoccupantsofitandonwhattermsyouoccupyit(e.g.tenant,owner-occupier).

Presentarrangements Futurearrangements

CaseNo Court Typeofproceedings

Address Occupants Termsofoccupation

4

2 Financial Details Part 1 Real Property (land and buildings) and Personal Assets

2.1 Completethissectioninrespectofthefamilyhome(thelastfamilyhomeoccupiedbyyouandyourspouse/civilpartner)ifitremainsunsold.

Documentationrequiredforattachmenttothissection:a) Acopyofanyvaluationofthepropertyobtainedwithinthelastsixmonths.Ifyoucannot

providethisdocument,pleasegiveyourownrealisticestimateofthecurrentmarketvalueb) Arecentmortgagestatementconfirmingthesumoutstandingoneachmortgage

Propertynameandaddress

LandRegistrytitlenumber

Mortgagecompanyname(s)andaddress(es)andaccountnumber(s)

Typeofmortgage

Detailsofwhoownsthepropertyandtheextentofyourlegalandbeneficialinterestinit(i.e.stateifitisownedbyyousolelyorjointlyownedwithyourspouse/civilpartnerorwithothers)

IfyouconsiderthatthelegalownershipasrecordedattheLandRegistrydoesnotreflectthetrueposition,statewhy

Currentmarketvalueoftheproperty

Balance(s)outstandingonanymortgage(s)

Ifasaleatthisstagewouldresultinpenaltiespayableunderthemortgage,stateamount

Estimatethecostsofsaleoftheproperty

Totalequityintheproperty(i.e.marketvaluelessoutstandingmortgage(s),penaltiesifanyandthecostsofsale)

TOTALvalueofyourinterestinthefamilyhome:TotalA £

5

2.2 Detailsofyourinterestinanyotherproperty,landorbuildings.Completeonepageforeachpropertyyouhaveaninterestin.

Documentationrequiredforattachmenttothissection:a) Acopyofanyvaluationofthepropertyobtainedwithinthelastsixmonths.Ifyoucannot

providethisdocument,pleasegiveyourownrealisticestimateofthecurrentmarketvalueb) Arecentmortgagestatementconfirmingthesumoutstandingoneachmortgage

Propertynameandaddress

LandRegistrytitlenumber

Mortgagecompanyname(s)andaddress(es)andaccountnumber(s)

Typeofmortgage

Detailsofwhoownsthepropertyandtheextentofyourlegalandbeneficialinterestinit(i.e.stateifitisownedbyyousolelyorjointlyownedwithyourspouse/civilpartnerorwithothers)IfyouconsiderthatthelegalownershipasrecordedattheLandRegistrydoesnotreflectthetrueposition,statewhy

Currentmarketvalueoftheproperty

Balanceoutstandingonanymortgage(s)

Ifasaleatthisstagewouldresultinpenaltiespayableunderthemortgage,stateamount

Estimatethecostsofsaleoftheproperty

Totalequityintheproperty(i.e.marketvaluelessoutstandingmortgage(s),penaltiesifanyandthecostsofsale)

Totalvalueofyourinterestinthisproperty

TOTALvalueofyourinterestinALLotherproperty:TotalB £

6

2.3 Detailsofallpersonalbank,buildingsocietyandNationalSavingsAccountsthatyouholdorhaveheldatanytimeinthelasttwelvemonthsandwhichareorwereeitherinyourownnameorinwhichyouhaveorhavehadanyinterest.Thisapplieswhetheranysuchaccountisincreditorindebit.Forjointaccountsgiveyourinterestandthenameoftheotheraccountholder.Iftheaccountisoverdrawn,showaminusfigure.

Documentationrequiredforattachmenttothissection:Foreachaccountlisted,allstatementscoveringthelast12months.

2.4 Detailsofallinvestments,includingshares,PEPs,ISAs,TESSAs,NationalSavingsInvestments(otherthanalreadyshownabove),bonds,stocks,unittrusts,investmenttrusts,giltsandotherquotedsecuritiesthatyouholdorhaveaninterestin.(Donotincludedividendincomeasthiswillbedealtwithseparatelylateron.)

Documentationrequiredforattachmenttothissection:Lateststatementordividendcounterfoilrelatingtoeachinvestment.

Nameofbankorbuildingsociety,

includingbranchname

Typeofaccount(e.g.current)

Accountnumber

Nameofotheraccountholder(ifapplicable)

Balanceatthedateof

thisstatement

Totalcurrentvalueofyour

interest

TOTALvalueofyourinterestinALLaccounts:(C1) £

Name TypeofInvestment SizeofHolding Currentvalue

Nameofanyotheraccountholder(ifapplicable)

Totalcurrentvalueofyour

interest

TOTALvalueofyourinterestinALLholdings:(C2) £

7

2.5 Detailsofalllifeinsurancepoliciesincludingendowmentpoliciesthatyouholdorhaveaninterestin.Includethosethatdonothaveasurrendervalue.Completeonepageforeachpolicy.

Documentationrequiredforattachmenttothissection:Asurrendervaluationofeachpolicythathasasurrendervalue.

2.6 DetailsofallmoniesthatareOWEDTOYOU.Donotincludesumsowedindirector’sorpartnershipaccountswhichshouldbeincludedatsection2.11.

Nameofcompany

Policytype

Policynumber

Ifpolicyisassigned,stateinwhosefavourandamountofcharge

Nameofanyotherownerandtheextentofyourinterestinthepolicy

Maturitydate(ifapplicable) Date Month Year

Currentsurrendervalue(ifapplicable)

Ifpolicyincludeslifeinsurance,theamountoftheinsuranceandthenameofthepersonwhoselifeisinsured

Totalcurrentsurrendervalueofyourinterestinthispolicy

TOTALvalueofyourinterestinALLpolicies:(C3) £

Briefdescriptionofmoneyowedandbywhom Balanceoutstanding

Totalcurrentvalueofyourinterest

TOTALvalueofyourinterestinALLdebtsowedtoyou:(C4) £

8

2.7 Detailsofallcashsumsheldinexcessof£500.Youmuststatewhereitisheldandthecurrencyitisheldin.

2.8 Detailsofpersonalbelongingsindividuallyworthmorethan£500.INCLUDE:• Cars(grossvalue)• Collections,picturesandjewellery• Furnitureandhousecontents

Whereheld Amount Currency Totalcurrentvalueofyourinterest

TOTALvalueofyourinterestinALLcashsums:(C5) £

Briefdescriptionofitem Totalcurrentvalueofyourinterest

TOTALvalueofyourinterestinALLpersonalbelongings:(C6) £

AddtogetherallthefiguresinboxesC1toC6togivetheTOTALcurrentvalueofyourinterestinpersonalassets: TOTALC £

9

2 Financial Details Part 2 Capital: Liabilities and Capital Gains Tax

2.9 Detailsofanyliabilitiesyouhave.EXCLUDEliabilitiesalreadyshownsuchas:• Mortgages• Anyoverdrawnbank,buildingsocietyorNationalSavingsaccountsINCLUDE:• Moneyowedoncreditcardsandstorecards• Bankloans• HirepurchaseagreementsListallcreditandstorecardsheldincludingthosewithanilorpositivebalance.Wheretheliabilityisnotsolelyyourown,givethename(s)oftheotheraccountholder(s)andtheamountofyourshareoftheliability.

2.10IfanyCapitalGainsTaxwouldbepayableonthedisposalnowofanyofyourrealpropertyorpersonalassets,giveyourestimateofthetaxliability.

Liability Name(s)ofotheraccountholder(s)(ifapplicable)

Totalliability Totalcurrentvalueofyourinterestin

theliability

TOTALvalueofyourinterestinALLliabilities:(D1) £

Asset TotalCapitalGainsTaxliability

TOTALvalueofALLyourpotentialCapitalGainsTaxliabilities:(D2) £

AddtogetherD1andD2togivetheTOTALvalueofyourliabilities: TOTALD £

10

2 Financial Details Part 3 Capital: Business assets and directorships

2.11Detailsofallyourbusinessinterests.Completeonepageforeachbusinessyouhaveaninterestin.

Documentationrequiredforattachmenttothissection:a) Copiesofthebusinessaccountsforthelasttwofinancialyearsb) Anydocumentation,ifavailableatthisstage,uponwhichyouhavebasedyourestimateof

thecurrentvalueofyourinterestinthisbusiness,forexamplealetterfromanaccountantoraformalvaluation.Itisnotessentialtoobtainaformalvaluationatthisstage

Nameofthebusiness

Brieflydescribethenatureofthebusiness

Areyou (pleasetickappropriatebox)

Ifyouareapartnerorashareholder,statetheextentofyourinterestinthebusiness(i.e.partnershipshareortheextentofyourshareholdingcomparedtotheoverallsharesissued)

Statewhenyournextsetofaccountswillbeavailable

Ifanyofthefiguresinthelastaccountsarenotanaccuratereflectionofthecurrentposition,statewhy.Forexample,iftherehasbeenamaterialchangesincethelastaccounts,orifthevaluationsoftheassetsarenotatruereflectionoftheirvalue(e.g.becausepropertyorotherassetshavenotbeenre-valuedinrecentyearsorbecausetheyareshownatabookvalue)

Totalamountofanysumsowedtoyoubythebusinessbywayofadirector’sloanaccount,partnershipcapitalorcurrentaccountsorthelike.Identifywheretheseappearinthebusinessaccounts

Yourestimateofthecurrentvalueofyourbusinessinterest.Explainbrieflythebasisuponwhichyouhavereachedthatfigure

YourestimateofanyCapitalGainsTaxthatwouldbepayableifyouweretodisposeofyourbusinessnow

NetvalueofyourinterestinthisbusinessafteranyCapitalGainsTaxliability

TOTALvalueofALLyourinterestsinbusinessassets:TOTALE £

SoletraderPartnerinapartnershipwithothersShareholderinalimitedcompany

11

2.12Listanydirectorshipsyouholdorhaveheldinthelast12months(otherthanthosealreadydisclosedinSection2.11).

12

2 Financial Details Part 4 Capital: Pensions and Pension Protection Fund (PPF) Compensation

2.13GivedetailsofallyourpensionrightsandallPPFcompensationentitlements,includingprospectiveentitlements.CompleteaseparatepageforeachpensionorPPFcompensationentitlement.EXCLUDE:• BasicStatePensionINCLUDE(completeaseparatepageforeachone):• AdditionalStatePension(SERPSandStateSecondPension(S2P))• FreeStandingAdditionalVoluntaryContributionSchemes(FSAVC)separatefromthescheme

ofyouremployer• MembershipofALLpensionplansorschemes• PPFcompensationentitlementforeachschemeyouwereamemberofwhichhastransferredtoPPF

Documentationrequiredforattachmenttothissection:a) Arecentstatementshowingthecashequivalent(CE)providedbythetrusteesormanagersof

eachpensionarrangement;fortheadditionalstatepension,avaluationoftheserightsorforPPFavaluationofPPFcompensationentitlement

b) Ifanyvaluationisnotavailable,givetheestimateddatewhenitwillbeavailableandattachacopyofyourlettertothepensioncompany,administrators,orPPFBoardfromwhomtheinformationwassoughtand/orstatethedateonwhichanapplicationforavaluationofanAdditionalStatePensionwassubmittedtotheDepartmentofWorkandPensions

Yes No

NameandaddressofpensionarrangementorPPFBoard

YourNationalInsuranceNumber

NumberofpensionarrangementorreferencenumberorPPFcompensationreferencenumber

Typeofschemee.g.occupationalorpersonal,finalsalary,moneypurchase,additionalstatepension,PPForother(ifother,pleasegivedetails)

DatetheCE,PPFcompensationoradditionalstatepensionwascalculated

Date Month Year

Isthepensioninpaymentordrawdown?(pleaseanswerYesorNo)

StatetheCEquotation,theadditionalstatepensionvaluationorPPFvaluationofthoserights

IfthearrangementisanoccupationalpensionarrangementthatispayingreducedCEs,pleasequotewhattheCEwouldhavebeenifnotreduced.Ifthisisnotpossible,pleaseindicateiftheCEquotedisareducedCE

IsthePPFcompensationcapped?(pleaseanswerYesorNo)

TOTALvalueofALLyourpensionassets:TOTALF £

Yes No

13

2 Financial Details Part 5 Capital: Other assets

2.14GivedetailsofanyotherassetsnotlistedinParts1to4above.INCLUDE(thefollowinglistisnotexhaustive):• Anypersonalorbusinessassetsnotyetdisclosed• Unrealisableassets• Shareoptionschemes,statingtheestimatednetsaleproceedsofthesharesiftheoptions

werecapableofexercisenow,andwhetherCapitalGainsTaxorincometaxwouldbepayable• Businessexpansionschemes• Futures• Commodities• Trustinterests(includinginterestsunderadiscretionarytrust),statingyourestimateofthe

valueoftheinterestandwhenitislikelytobecomerealisable.Ifyousayitwillneverberealisable,orhasnovalue,giveyourreasons

• Anyassetthatislikelytobereceivedintheforeseeablefuture• Anyassetheldonyourbehalfbyathirdparty• AnyassetnotdisclosedelsewhereonthisformevenifheldoutsideEnglandandWalesYouareremindedofyourobligationtodiscloseallyourfinancialassetsandinterestsofANYnature.

Typeofasset Value TotalNETvalueofyourinterest

TOTALvalueofALLyourotherassets:TOTALG £

14

2 Financial Details Part 6 Income: Earned income from employment

2.15Detailsofearnedincomefromemployment.Completeonepageforeachemployment.

Documentationrequiredforattachmenttothissection:a) P60forthelastfinancialyear(youshouldhavereceivedthisfromyouremployershortlyafterthe

last5thApril)b) Yourlastthreepayslipsc) YourlastFormP11Difyouhavebeenissuedwithone

Nameandaddressofyouremployer

Jobtitleandbriefdetailsofthetypeofworkyoudo

Hoursworkedperweekinthisemployment

Howlonghaveyoubeenwiththisemployer?

Explainthebasisofyourincomei.e.statewhetheritisbasedonanannualsalaryoranhourlyrateofpayandwhetheritincludescommissionsorbonuses

GrossincomeforthelastfinancialyearasshownonyourP60

Netincomeforthelastfinancialyeari.e.grossincomelessincometaxandnationalinsurance

Averagenetincomeforthelastthreemonthsi.e.totalincomelessincometaxandnationalinsurancedividedbythree

Brieflyexplainanyotherentriesontheattachedpayslipsotherthanbasicincome,incometaxandnationalinsurance

Ifthepayslipsattachedforthelastthreemonthsarenotanaccuratereflectionofyournormalincomebrieflyexplainwhy

Detailsandvalueofanybonusesorotheroccasionalpaymentsthatyoureceivefromthisemploymentnototherwisealreadyshown,includingthebasisuponwhichtheyarepaid

Detailsandvalueofanybenefitsinkind,perksorotherremunerationreceivedfromthisemployerinthelastyear(e.g.provisionofacar,paymentoftravel,accommodation,mealexpenses,etc.)

Yourestimateofyournetincomefromthisemploymentforthenext12months.Ifthisdifferssignificantlyfromyourcurrentincomeexplainwhyinbox4.1.2

EstimatedTOTALofALLnetearnedincomefromemploymentforthenext12months: TOTALH £

15

2 Financial Details Part 7 Income: Income from self-employment or partnership

2.16Youwillhavealreadygivendetailsofyourbusinessandprovidedthelasttwoyearsaccountsatsection2.11.Completethissectiongivingdetailsofyourincomefromyourbusiness.Completeonepageforeachbusiness.

Documentationrequiredforattachmenttothissection:a) Acopyofyourlasttaxassessmentor,ifthatisnotavailable,aletterfromyouraccountant

confirmingyourtaxliabilityb) Ifnetincomefromthelastfinancialyearandestimatednetincomeforthenext12monthsis

significantlydifferent,acopyofmanagementaccountsfortheperiodsinceyourlastaccount

Nameofthebusiness

Datetowhichyourlastaccountswerecompleted

Yourshareofgrossbusinessprofitfromthelastcompletedaccounts

Incometaxandnationalinsurancepayableonyourshareofgrossbusinessprofitabove

Netincomeforthatyear(usingthetwofiguresdirectlyabove,grossbusinessprofitlessincometaxandnationalinsurancepayable)

Detailsandvalueofanybenefitsinkind,perksorotherremunerationreceivedfromthisbusinessinthelastyeare.g.provisionofacar,paymentoftravel,accommodation,mealexpenses,etc.

Amountofanyregularmonthlyorotherdrawingsthatyoutakefromthisbusiness

Iftheestimatedfiguredirectlybelowisdifferentfromthenetincomeasattheenddateofthelastcompletedaccounts,brieflyexplainthereason(s)

Yourestimateofyournetannualincomeforthenext12months

EstimatedTOTALofALLnetincomefromself-employmentorpartnershipforthenext12months: TOTALI £

16

2 Financial Details Part 8 Income: Income from investments e.g. dividends, interest or rental income

2.17Detailsofincomereceivedinthelastfinancialyear(theyearendedlast5thApril),andyourestimateofyourincomeforthecurrentfinancialyear.Indicatewhethertheincomewaspaidgrossornetofincometax.Youarenotrequiredtocalculateanytaxpayablethatmayarise.

Natureofincomeandtheassetfromwhichitderived Paidgrossornet

Incomereceivedinthelastfinancial

year

Estimatedincomeforthenext12months

EstimatedTOTALinvestmentincomeforthenext12months:TOTALJ £

17

2 Financial Details Part 9 Income: Income from state benefits (including state pension and child benefit)

2.18Detailsofallstatebenefitsthatyouarecurrentlyreceiving.

Nameofbenefit AmountpaidFrequencyofpayment

Estimatedincomeforthenext12months

EstimatedTOTALbenefitincomeforthenext12months:TOTALK £

18

2 Financial Details Part 10 Income: Any other income

2.19Detailsofanyotherincomenotdisclosedabove.INCLUDE:AnysourceincludingaPension(excludingStatePension),andPensionProtectionFund(PPF)compensation• fromwhichincomehasbeenreceivedduringthelast12months(evenifithasnowceased)• fromwhichincomeislikelytobereceivedduringthenext12monthsYouareremindedofyourobligationtogivefulldisclosureofyourfinancialcircumstances

Natureofincome PaidgrossornetIncomereceivedinthelastfinancial

year

Estimatedincomeforthenext12months

EstimatedTOTALotherincomeforthenext12months:TOTALL £

19

2 Financial Details Summaries

2.20Summaryofyourcapital(Parts1to5).

2.21Summaryofyourestimatedincomeforthenext12months(Parts6to10).

DescriptionReferenceofthesectiononthisstatement

Value

Currentvalueofyourinterestinthefamilyhome A

Currentvalueofyourinterestinallotherproperty B

Currentvalueofyourinterestinpersonalassets C

Currentvalueofyourliabilities D

Currentvalueofyourinterestinbusinessassets E

CurrentvalueofyourpensionandPPFcompensationassets F

Currentvalueofallyourotherassets G

TOTALvalueofyourassets(TotalsAtoGlessD): £

DescriptionReferenceofthesectiononthisstatement

Value

Estimatednettotalofincomefromemployment H

Estimatednettotalofincomefromself-employmentorpartnership I

Estimatednettotalofinvestmentincome J

Estimatedstatebenefitreceipts K

Estimatednettotalofallotherincome L

EstimatedTOTALincomeforthenext12months(TotalsHtoL): £

20

3 Financial Requirements Part 1 Income needs

3.1 Incomeneedsforyourselfandforanychildrenlivingwithyouorprovidedforbyyou.ALLfiguresshouldbeannual,monthlyorweekly(statewhich).Youmust notuseacombinationoftheseperiods.Stateyourcurrentincomeneedsand,ifthesearelikelytochangeinthenearfuture,explaintheanticipatedchangeandgiveanestimateofthefuturecost.

3.1.1Incomeneedsforyourself.INCLUDE:• Allincomeneedsforyourself• Incomeneedsforanychildrenlivingwithyouorprovidedforbyyouonlyiftheseform

partofyourtotalincomeneeds(e.g.housing,fuel,carexpenses,holidays,etc)

3.1.2Incomeneedsforchildrenlivingwithyouorprovidedforbyyou.INCLUDE:• Onlythoseincomeneedsthataredifferenttothoseofyourhouseholdshownabove

Theincomeneedsbeloware:(deletethosenotapplicable)

Weekly Monthly Annual

Ianticipatemyincomeneedsaregoingtochangebecause

ItemCurrentcost Estimatedfuture

cost

SUB-TOTALyourincomeneeds £

ItemCurrentcost Estimatedfuture

cost

SUB-TOTALchildren’sincomeneeds: £

TOTALofALLincomeneeds: £

21

3 Financial Requirements Part 2 Capital needs

3.2 Setoutbelowthereasonablefuturecapitalneedsforyourselfandforanychildrenlivingwithyouorprovidedforbyyou.

3.2.1Capitalneedsforyourself.INCLUDE:• Allcapitalneedsforyourself• Capitalneedsforanychildrenlivingwithyouorprovidedforbyyouonlyiftheseformpartof

yourtotalcapitalneeds(e.g.housing,car,etc.)

3.2.2Capitalneedsforchildrenlivingwithyouorprovidedforbyyou.INCLUDE:• Onlythosecapitalneedsthataredifferenttothoseofyourhouseholdshownabove

Item Cost

SUB-TOTALyourcapitalneeds: £

Item Cost

SUB-TOTALyourchildren’scapitalneeds £

TOTALofALLcapitalneeds: £

22

4 Other Information

4.1 Detailsofanysignificantchangesinyourassetsorincome.Atbothsections4.1.1and4.1.2,INCLUDE:• ALLassetsheldbothwithinandoutsideEnglandandWales• Thedisposalofanyasset

4.1.1SignificantchangesinassetsorincomeduringtheLAST12months.

4.1.2SignificantchangesinassetsorincomelikelytooccurduringtheNEXT12months.

4.2 Briefdetailsofthestandardoflivingenjoyedbyyouandyourspouse/civilpartnerduringthemarriage/civilpartnership.

23

4.3 Arethereanyparticularcontributionstothefamilypropertyandassetsoroutgoings,ortofamilylife,orthewelfareofthefamilythathavebeenmadebyyou,yourpartneroranyoneelsethatyouthinkshouldbetakenintoaccount?Ifthereareanysuchitems,brieflydescribethecontributionandstatetheamount,whenitwasmadeandbywhom.INCLUDE:• Contributionsalreadymade• Contributionsthatwillbemadeintheforeseeablefuture

4.4 Badbehaviourorconductbytheotherpartywillonlybetakenintoaccountinveryexceptionalcircumstanceswhendecidinghowassetsshouldbesharedafterdivorce/dissolution.Ifyoufeelitshouldbetakenintoaccountinyourcase,identifythenatureofthebehaviourorconductbelow.

4.5 Givedetailsofanyothercircumstancesthatyouconsidercouldsignificantlyaffecttheextentofthefinancialprovisiontobemadebyorforyouoranychildofthefamily.INCLUDE(thefollowinglistisnotexhaustive):• Earningcapacity• Disability• Inheritanceprospects• Redundancy• Retirement• Anyagreementmadebetweenyouandyourspouse/civilpartnerbeforeorafteryour

marriage/civilpartnershipstatingwhetherornotyourelyupontheagreementgivingyourreasons

• Anyplanstomarry,formacivilpartnershiporlivewithanewpartner• Anycontingentliabilities

24

4.6 Ifyouhavesubsequentlymarriedorformedacivilpartnership(orintendto)orarelivingwithanotherperson(orintendto),givebriefdetails,sofarastheyareknowntoyou,ofhisorherincome,assetsandliabilities.

AnnualIncome AssetsandLiabilities

Natureofincome Value(ifknown,statewhether

grossornet)

Item Value(ifknown)

Totalincome: £ Totalassets/liabilities: £

25

5 Order Sought

5.1 Ifyouareableatthisstage,specifywhatkindofordersyouareaskingthecourttomake.Evenifyoucannotbespecificatthisstage,ifyouareabletodoso,indicate:a) Ifthefamilyhomeisstillowned,whetheryouareaskingforittobetransferredtoyourselfor

yourspouse/civilpartnerorwhetheryouaresayingitshouldbesold

5.2 Ifyouareseekingavariationofanante-nuptialorpost-nuptialsettlementorarelevantsettlementmadeduring,orinanticipationof,acivilpartnership,identifythesettlement,bywhomitwasmade,itstrusteesandbeneficiariesandstatewhyyouallegeitisasettlementwhichthecourtcanvary.

5.3 Ifyouareseekinganavoidanceofdispositionorder,orifyouhavealreadyappliedforsuchanorder,identifythepropertytowhichthedispositionrelatesandthepersonorbodyinwhosefavourthedispositionisallegedtohavebeenmade.

b) Whetheryouconsiderthisisacaseforcontinuingspousalmaintenance/maintenanceforyourcivilpartnerorwhetheryouseethecaseasbeingappropriatefora‘cleanbreak’(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) Whetheryouareseekingai) pensionsharingorderii) pensionattachmentorderiii)pensioncompensationsharingorderiv)pensioncompensationattachmentorder

d) Ifyouareseekingatransferorsettlementofanypropertyorassets,identifythepropertyorassetsinquestion

26

AddressallcommunicationstotheCourtManageroftheCourtandquotethecasenumber.Ifyoudonotquotethisnumber,yourcorrespondencemaybereturned.

Signed Dated

Printfullname

Addressforservice

Proceedings for contempt of court may be brought against a person who makes or causes to be made, a false statement in a document verified by a statement of truth.

D D / M M / Y Y Y Y

*deleteasappropriate

*[Ibelieve][theApplicant/Respondentbelieves]thatthefactsstatedinthisstatementaretrue

*IamdulyauthorisedbytheApplicant/Respondenttosignthisstatement

andconfirmthattheinformationgivenaboveisafull,frank,clearandaccuratedisclosureofmyfinancialandotherrelevantcircumstances.

Postcode

NameofApplicant’s/Respondent’ssolicitor’sfirm

*(Applicant/Respondent)(Litigationfriend)*(Applicant’s/Respondent’ssolicitor)

Positionorofficeheld(ifsigningonbehalfoffirmorcompany)

Statement of Truth

FormEparagraph

Document PleasetickAttached Not

applicableTo

follow

1.14 Application to vary an order: ifapplicable,attachacopyoftherelevantorder.

2.1 Matrimonial home valuation: acopyofanyvaluationrelatingtothematrimonialhomethathasbeenobtainedinthelastsixmonths.

2.1 Matrimonial home mortgage(s): arecentmortgagestatementinrespectofeachmortgageonthematrimonialhomeconfirmingtheamountoutstanding.

2.2 Any other property:acopyofanyvaluationrelatingtoeachotherpropertydisclosedthathasbeenobtainedinthelastsixmonths.

2.2 Any other property:arecentmortgagestatementinrespectofeachmortgageoneachotherpropertydisclosedconfirmingtheamountoutstanding.

2.3 Personal bank, building society and National Savings accounts:copiesofstatementsforthelast12monthsforeachaccountthathasbeenheldinthelasttwelvemonths,eitherinyourownnameorinwhichyouhaveorhavehadanyinterest.

2.4 Other investments: thelateststatementordividendcounterfoilrelatingtoeachinvestmentasdisclosedinparagraph2.4.

2.5 Life insurance (including endowment) policies:asurrendervaluationforeachpolicythathasasurrendervalueasdisclosedunderparagraph2.5.

2.11 Business interests: acopyofthebusinessaccountsforthelasttwofinancialyearsforeachbusinessinterestdisclosed.

2.11 Business interests: anydocumentationthatisavailabletoconfirmtheestimateofthecurrentvalueofthebusiness,forexample,aletterfromanaccountantorformalvaluationifthathasbeenobtained.

2.13 Pension and PPF compensation:arecentstatementshowingthecashequivalent(CE)providedbythetrusteesormanagersofeachpensionarrangementorvaluationofeachPPFentitlementprovidedbythePPFBoardthatyouhavedisclosed(or,inthecaseoftheadditionalstatepension,avaluationoftheserights).Ifnotyetavailable,attachacopyofthelettersenttothepensioncompany,administratorsorthePPFBoardrequestingtheinformation.

2.15 Employment income: yourP60forthelastfinancialyearinrespectofeachemploymentthatyouhave.

2.15 Employment income: yourlastthreepayslipsinrespectofeachemploymentthatyouhave.

2.15 Employment income: yourlastformP11Difyouhavebeenissuedwithone.

2.16 Self-employment or partnership income: acopyofyourlasttaxassessmentorifthatisnotavailable,aletterfromyouraccountantconfirmingyourtaxliability.

2.16 Self-employment or partnership income: ifnetincomefromthelastfinancialyearandtheestimatedincomeforthenexttwelvemonthsissignificantlydifferent,acopyofthemanagementaccountsfortheperiodsinceyourlastaccounts.

State relevant Form E paragraph

Descriptionofotherdocumentsattached:

Schedule of Documents to accompany Form EThefollowinglistshowsthedocumentsyoumustattachtoyourFormEifapplicable.YoumayattachotherdocumentswhereitisnecessarytoexplainorclarifyanyoftheinformationthatyougiveintheFormE.

Form E Financialstatement(04.12) ©CrownCopyright2012