Reproduced from Family Courts without a Lawyer – www.nofamilylawyer.co.uk

Schedule of assets template for use in financial proceedings

[NAME] v [NAME] CASE NO: XXXX SCHEDULE OF ASSETS FOR [FDA/FDR/FH]

H / W / JOINT / TOTAL / NOTE
HOME
50 Acacia Ave / £200,000 / Value [Not]agreed
Less mortgage (Halifax) / £100,000
Less redemption penalty / £2,000 / If sold before XXXX
Less costs of sale / £6,000 / Estimated @ 3% of price
Net equity / £92,000
OTHER PROPERTIES
XXXX / [Complete as above]
Total property / £92,000
OTHER ASSETS
X Ltd (business) / £100,000
Premium Bonds / £2,500
Total other assets / £102,500 / £0 / £0 / £102,500
POLICIES
Axa Life Insurance 1 / £0 / £0 / £0 / £0
BANK ACCOUNTS
HSBC 01234567 / -£300 / H replies [date]
Lloyds TSB 01234567 / £4,000 / H Form E [date]
Lloyds TSB 11111111 / -£200 / W form E [date]
Total Bank Accounts / £3,600 / -£200 / £0 / £3,400
Total assets (excluding pensions) / £106,100 / -£200 / £92,000 / £197,900
LIABILITIES
Visa Credit Card 111111 / £3,400 / Minimum repayment about £102 p/m
Egg Credit Card 222222 / £2,500 / Minimum repayment about £90 p/m
Barclays Personal Loan / £9,000 / Minimum repayment £150 p/m
Total liabilities / £14,900 / £0 / £0 / £14,900
Total net assets (excluding pensions) / £91,200 / -£200 / £92,000 / £183,000
PENSIONS
XXXX Pension / £80,000 / £0 / CETV 2 [date]
Total pensions / £80,000 / £0 / £80,000

50% of total net assets = £91,500

Signature
NAME DATE

Notes on the schedule of assets

1 Life Insurance policies need to be included in the schedule even if they have a nil value.

2 CETV means the Cash Equivalent Transfer Value.

You do not have to do a schedule of assets, but it can be a very helpful exercise for you and can help you explain your case to the Court. If your ex has a lawyer they will probably produce a document that looks a bit like this.

H / W refers to Husband / Wife but you can use A / R for Applicant / Respondent or some other abbreviation.

Wherever possible include account or policy numbers and state in the NOTES column where the figure comes from (their Form E, your Form E etc) and the date. If a figure is not agreed say so in the NOTES column, and include the alternative figure put forward.

The numbers in this document are made up, but hopefully give you some idea of how to complete the document.

Document last updated May 2011