LegalWonder · Template ES2
Thompson v Thompson
Case ref BS24F00231
Applicant: Mrs Jessica Thompson · Respondent: Mr Andrew Thompson
Hearing
FDR
9 June 2026
ES2 version: 1
Summary
Grand totals (your figures)
Single-column summary for client review. Official ES2 uses separate columns for each party’s case.
| Properties (net) | £213,985 |
| Bank accounts / cash | £22,450 |
| Investments / policies | £70,700 |
| Business interests | £185,000 |
| Chattels | £29,500 |
| Other | £5,000 |
| Liabilities | -£11,600 |
| Total non-pension (net) | £515,035 |
| Pensions | £150,000 |
| Total including pensions | £665,035 |
1
Property (legal title)
| Property | Family home | Ownership | Gross | Net / interest | Deductions (Σ) |
|---|---|---|---|---|---|
| Family home14 Elmwood Drive, Bristol, BS6 7TH | Yes | Joint | £625,000 | £147,125 | £330,750 |
| Buy-to-let — Harbour View2 Harbour View, Harbourside, Bristol, BS1 5TY | No | Sole - you | £198,000 | £66,860 | £131,140 |
2
Bank accounts / cash
| Held by | Institution | Acct (last 4) | Balance |
|---|---|---|---|
| Yours | Monzo | 4421 | £12,400 |
| Spouse | Barclays | 8892 | £6,850 |
| Joint | Nationwide | 1103 | £3,200 |
3
Investments / policies (incl. CGT)
| Held by | Provider | Type | Value | CGT (est.) |
|---|---|---|---|---|
| Yours | Vanguard ISA | ISA | £42,600 | £0 |
| Spouse | Interactive Investor | GIA / dealing account | £28,100 | £1,800 |
4
Business interests (incl. CGT)
| Held by | Business | Share % | Interest value | CGT (est.) |
|---|---|---|---|---|
| Spouse | Thompson Consulting Ltd | 100% | £185,000 | £12,000 |
5
Chattels
| Owned by | Description | Value |
|---|---|---|
| Joint | Household contents (agreed modest figure) | £15,000 |
| Spouse | Vehicle — Audi Q3 | £14,500 |
6
Other assets
| Held by | Description | Value |
|---|---|---|
| Yours | Loan repayable by family member | £5,000 |
7
Liabilities
| Liability of | Creditor | Type | Outstanding |
|---|---|---|---|
| Yours | American Express | Credit card | £3,400 |
| Spouse | Zopa | Personal loan | £8,200 |
8
Pension assets
| Member | Scheme | Type | CE / CETV | Valuation date |
|---|---|---|---|---|
| Yours | Aviva Workplace Pension | Defined contribution | £128,000 | 30 April 2025 |
| Spouse | NEST (historic) | Defined contribution | £22,000 | 1 March 2025 |
9
Annual incomes
Amounts normalised to annual figures for the summary row.
| Income of | Source | Gross / net | Amount | Frequency | Annualised |
|---|---|---|---|---|---|
| Yours | Employment | Net | £46,800 | Per annum | £46,800 |
| Spouse | Self-employment | Gross | £6,200 | Per month | £74,400 |
Combined annual income (annualised)
£121,200
Approx. per month (÷12)
£10,100