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Divorce Financial Disclosure Worksheet (Form E)

Gather your assets, debts, pensions, income and monthly needs in the order Form E asks for them – and see the whole picture

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

Divorce Financial Disclosure Worksheet (Form E)

Overview

Form E is the sworn statement of your finances used in divorce and dissolution proceedings in England and Wales. It is long, and getting the figures together is the hard part. This workbook collects everything in the same order as the form, so you can copy the figures across – and see where things stand.

Price
£20
Who it’s for
Personal Finance
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Capital

Property, savings, investments, debts and other assets. What you do: one line per item.

Capital
Income Needs

Step 2

Income Needs

Your monthly needs now and after separation. What you do: enter your budget.

Step 3

Documents

The documents you need, with a checklist. What you do: tick off as you gather them.

Documents

Step 4

Who it is for

Made for people like you

  • Example – text
  • People going through divorce or separation – Get organised before financial disclosure.
  • Family law clients – Arrive at your solicitor or mediator with everything ready.
  • Mediators and advisers – A structured worksheet for clients to complete.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Both names and the date the figures are at.
  2. Capital – Every asset and debt, the owner and the full value. Joint items are split automatically.
  3. Pensions – Ask each scheme for a CETV and enter it here.
  4. Income and Income Needs – Your income now and a realistic monthly budget for you and the children.
  5. Documents – Tick off the documents as you collect them.

Key features

  • Lists every asset and debt in the order Form E asks for them – home, property, accounts, investments, belongings, liabilities, capital gains tax and business interests – split between you and your former partner.
  • Records every pension with its CETV, your income and your former partner's, and a monthly budget of your needs and the children's for Part 3.
  • Shows the combined picture, who holds what, the payment that would equalise the capital, and a checklist of the documents you need to attach.

What’s included

  • Dashboard – The whole picture
  • Settings – Names and date
  • Capital – Assets and debts (Part 2)
  • Pensions – Pensions and CETVs
  • Income – Income now
  • Income Needs – Monthly needs (Part 3)
  • Documents – Documents checklist
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

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