Section 1: Property
List all property in which you have an interest, including the family home, any investment properties, and overseas property. For each property: current value (obtain a recent estate agent valuation), outstanding mortgage, and your percentage share.
Section 2: Financial assets
Include bank accounts, ISAs, shares, premium bonds, and any other savings or investments. Use the most recent statements. Include accounts in your sole name and any joint accounts.
Section 3: Pensions
Obtain a Cash Equivalent Transfer Value (CETV) for each pension you hold. This applies to defined benefit (final salary) and defined contribution pensions. State pension is not included in the CETV but should be mentioned.
Section 4: Income
Provide details of all income: employment (with last 3 payslips and P60), self-employment (last 3 years’ accounts), rental income, benefits, and any other sources. Include gross and net figures.