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Divorce & Financial Remedies

Preparing Financial Disclosure and Form E

Form E is a detailed financial statement used in many financial remedy cases. It is verified by a statement of truth, so accuracy, completeness and supporting documents matter. This page concerns organisation only—not legal, valuation, tax or financial advice.

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We aim to respond to all enquiries within 24 hours.

Step-by-step

  1. Confirm the correct form and deadlineUse the version directed by the court and note the exchange and filing requirements.
  2. Map the sectionsCreate folders for property, bank accounts, investments, pensions, income, businesses, liabilities and needs.
  3. Collect supporting documentsUse the periods and document types requested by the form and any court order.
  4. Prepare property and mortgage informationGather title, valuation and mortgage documents where required.
  5. Organise bank and savings recordsCheck all accounts, joint holdings, online accounts and unexplained gaps.
  6. Gather pension informationObtain the pension documents requested; specialist pension advice may be needed for decisions.
  7. Record income and benefitsUse payslips, tax returns, accounts or benefit evidence as applicable.
  8. List debts and other liabilitiesIdentify balances, creditors, responsibility and supporting statements.
  9. Cross-check schedules and totalsEnsure figures agree across the form, documents and any asset schedule.
  10. Review before signingCheck completeness, material changes and the statement of truth. Seek advice on uncertain legal questions.

What you will need

  • Correct Form E and notes
  • Property and mortgage documents
  • Bank and savings statements
  • Investment records
  • Pension information
  • Income and tax evidence
  • Business records where applicable
  • Debt statements
  • Budget or needs information
  • Court deadline and proof of exchange

Common mistakes to avoid

  • Omitting inactive or online accounts
  • Unexplained missing statement periods
  • Using estimates without saying so
  • Totals that do not reconcile
  • Signing before checking attachments
  • Assuming organisation equals legal advice

Practical paid support

How I can help

Financial Disclosure Organisation

£60 per hour

The existing practical paperwork rate applies. I can help build a tailored checklist, organise client-supplied records, identify apparent gaps and create an indexed disclosure folder. Time and scope are agreed before work begins.

Included

  • Tailored document checklist
  • Folder and file organisation
  • Apparent missing-item list
  • Document schedule and formatting

Not included

  • Advice on what must legally be disclosed
  • Valuation, tax, pension or investment advice
  • Completing or submitting the form on your behalf
Book a Free 30-Minute ConsultationSend an Email Enquiry

We aim to respond to all enquiries within 24 hours.

Frequently asked questions

Is this a fixed-fee package?

No new fixed fee has been approved. Work is offered at the published £60 hourly paperwork-assistance rate, with scope and estimated time agreed first.

Can you tell me how to value an asset?

No. Professional valuation, tax, pension or legal advice must come from a suitably qualified adviser.

Official sources

Guidance checked: 1 November 2026. Always check the latest court order and official source before acting.

Important: This page gives general procedural information for England and Wales. The Everyday McKenzie Friend provides independent, non-regulated practical support and is not a solicitor or barrister. I do not provide regulated legal advice, conduct litigation or have an automatic right to address the court. Court decisions and permission for McKenzie Friend assistance remain matters for the court.