Take Control - Protect your Self Respect
Documents to accompany the form E
- Bank, building society and credit card statements for the last 12 months in respect of any accounts held solely , jointly or any account that you have had any interest in
- If you have any interest in a business [ sole, partnership, company ] then accounts for the last 2 years and any other documents that supports a current valuation of the business
- If you are self employed , a copy of your last tax assessment or if not available then a letter from your accountant to confirm your tax liability
- If you are self employed and your net income from the last financial year and the estimated income for the next 12 months is significantly different , then a copy of the management accounts for the period since your last accounts
- If employed, your last 3 payslips and most recent P60 and P11D
- The latest statement or dividend counterfoil relating to investments held by you e.g. shares
- Surrender value quotations for any life endowment policies that have a surrender value
- A valuation of the family home [ if acquired in the last 12 months ] and a copy of your most recent mortgage statement
- A valuation of any other land or property acquired in the last 6 months and the latest mortgage statement , if applicable
- A CETV [ cash equivalent transfer valuation] of any pensions [ if they have not already got one that is dated not earlier than 12 months prior to the date of the First Appointment ] or letter of request asking for that valuation.
