Start Afresh Mediation

Your document checklist

This form is for your own use. Completing it doesn’t send anything to me.

Before we can work out a fair financial arrangement, we need a clear picture of everything you both own and owe. This checklist mirrors the information required for Form E, the financial disclosure form used by the courts. Mediation doesn’t require you to complete Form E itself, but gathering the same documents ensures that the figures we work with are accurate and reliable.

You can work through the sections in any order and only complete the parts that apply to you — most people won’t need every category. Nothing needs to be perfect by your first session; please complete it as fully and accurately as you can, and we’ll identify anything still missing together.

Start these two today, even before the rest A pension statement can take 4–6 weeks to arrive, and a property valuation needs booking in with an agent. Request both now, and let me know at your session if either is still on its way — a note of when you asked, and when it’s expected, is enough to keep things moving.

Income from employment

If you’re employed (skip this if you’re only self-employed).

P60 for the last tax yearOne for each job you held during the year.
Last 3 payslipsFrom each current employer.
Most recent P11D, if you get oneCovers benefits like a company car or private healthcare.

Ask payroll or HR, or check your employer’s online payslip portal.

Self-employment or a business

If you’re self-employed, a director, or a partner in a business.

Last tax return or SA302, or a letter from your accountantConfirming the tax due for the last year.
Business accounts for the last 2 financial years
Recent management accountsOnly needed if this year’s income looks very different from last year’s accounts.

Your accountant can usually turn these around quickly if you ask.

Bank and building society accounts

12 months of statements, for every accountCurrent and savings accounts in your name, plus any joint accounts — even ones you rarely use.

Most banking apps let you download or email statements as a PDF in seconds — often the quickest one to tick off.

Investments and savings

Latest statement or dividend voucherFor each ISA, share holding, fund, unit trust, or NS&I / Premium Bonds product.

Check post or email from providers you may have set aside without opening.

Property

The family home and any other property either of you owns.

A valuation dated within the last 6 monthsFor each property — an estate agent’s written opinion is fine; it doesn’t need to be a formal survey.
A recent mortgage statementShowing the balance outstanding, for each mortgage.

An online “instant estimate” isn’t precise enough on its own — most local agents will give you a free valuation letter if you ask.

Pensions

Every pension counts, including small or old workplace ones you’ve lost track of.

A cash equivalent (CE / CETV) statementFor every pension — workplace and personal.
A statement of any additional State Pension rightsOnly applies if you have these — most people won’t.

This is the one to request first — providers can take 4–6 weeks. If it hasn’t arrived by your session, bring the date you asked and when they said to expect it.

Life insurance and investment policies

A surrender value statementOnly for policies that build up a cash value — not term life insurance that only pays out on death.

Your policy documents will say whether it has a cash-in value; if you’re not sure, ask the provider.

Debts and money you owe

The current amount owed on each credit card, loan, or hire purchase agreementNo proof documents needed here — just the figures and who they’re owed to. Don’t include mortgages; they’re already covered above.

A recent statement or your online banking app will show the current balance.