Date of Marriage:
Date of Separation:
Date of Decree Nisi:
Date of Decree Absolute.
Ages of parties
Client:
Spouse:
Child(ren) of the family
Name(s) and Date(s) of birth
Incomes
Client £ (Gross/net)
Spouse £ (Gross/net)
Details of Capital resources
(with approx valuations, details of mortgages or loans etc. where possible)
1. In Joint names
2. Client’s sole assets
3. Spouse’s sole assets
Details of any vehicles, and values/loans outstanding
(if not provided above)
List of current debts and liabilities
(other than those already listed in relation to assets above).
Pensions
Client’s Pension(s)
Current CETV (cash equivalent transfer value) £
(as at when?)
How many years contributions?
Spouse’s Pension(s)
Current CETV (cash equivalent transfer value) £
(as at when?.)
How many years contributions?
New Partners (if applicable)
Client
Not currently cohabiting?
do you intend to remarry or cohabit with another in the foreseeable future?
If so…
New partner’s income approximately £
New partner’s Capital assets?
Further information
Details of any financial contributions that either party brought to the marriage at the outset.
Details of any financial contributions made during the marriage by one party or the other (or by any identified third party), other than from ongoing income/salary (n.b. The law may disregards the fact that one party has earned an income whilst the other has been a non-income producing ‘homemaker’, and consider such contributions to cancel each other out - however an assessment of 'contributions' should always be undertaken).
Any and all other factors or circumstances which you consider are relevant and ought to be taken into account(I will then advise as to whether they are considered ‘legally’ relevant).
Confirmation as to whether both parties are fit and well (or otherwise details of any health problems or disability)
Details of each party’s potential Inheritance prospects (and the age and health of any prospective benefactor from whom inheritance is likely).
n.b. inheritance is not generally taken into account unless it has already occurred, or occurs before the legal issues arising from Divorce have been resolved.
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