Financial Disclosure & Settlements

Make sense of financial information before discussing an outcome. This self-paced course helps you organise the categories, dates and questions that matter in financial discussions after relationship breakdown in England and Wales.

What you will work through

• Why full, accurate disclosure matters and how Form E fits within financial remedy proceedings.
• An evidence matrix for accounts, property, income, pensions and liabilities.
• A date-mismatch exercise that distinguishes known figures, estimates and missing information.
• A needs map that tests a proposal against practical housing and income questions.
• The difference between discussion, mediation and a court-approved consent order.

Learning format: four lessons with fictional scenarios and two knowledge checks. The exercises help you frame questions and prepare an information index; they do not calculate an entitlement or predict a settlement. Never upload your personal records to a lesson exercise.

Scope: educational information only, not financial or legal advice. Pensions, complex assets and individual rights require qualified advice. Official references are linked in the lessons.