Blogs / Videos

Part 4- Pensions You may remember me talk about 8 important action steps in my second video including action step 3 So, please ask the mediator ASAP for the list of questions to send your Pension Scheme, to enable you to complete the relevant boxes in this Financial Disclosure Booklet. Some Defined Benefit Schemes, also

3.2 Capital Gains Tax This paragraph is not asking about CGT (Capital Gains Tax) payable on ‘bricks and mortar assets’ but rather investments such as Shares, Bonds, and Crypto currencies which you will have listed in PART 2.4 of the form It will be important to work out if CGT applies to any of these

In every mediation I encourage, enable and empower my clients to do these 3 things together With my support, if they are able to clearly express their views, ideas and approaches and carefully explain their reasoning, exploring these aspects together in a respectful, curious and constructive way, most people can make great progress, solving problems

Part 3- Liabilities These come in many forms Please do not forget about monies owed to family or friends and please be ready to provide documentary evidence of these such as a letter or sworn statement, from the person you owe the monies to or the loan contract, if one exists. Other than this, it

2.10 Personal Belongings We don’t recommend that you ‘go to town’ listing all belongings of more than £1000 at this stage. Often, people in mediation are able to agree a pragmatic and sensible approach to dividing their personal and household belongings, without the need for listing these extensively in the financial disclosure form. Anyway, it

2.7 Monies owing to you Although not that common, it is important that you provide details of any monies owing to you since they are a financial resources that may be relevant to the financial problem solving process. 2.8 Cars and vehicles When it comes to the value of cars remember that it is their