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Divorce/separation

Here you'll find divorce help and support from other Mners. For legal advice, you may find Advice Now guides useful.

Scotland relevant date and financial valuations

0 replies

Farside99 · 11/03/2025 20:44

My wife and I agreed last summer that the marriage was over and we wouldn't do anything too hasty as we didn't want to interfere with big exams this year for a DS who has not had the best of times at school but is doing a lot better just now.

Everything should be amicable and we want to get things moving now, and we need to decide on the date of separation. Ideally I would like to use the date we agreed to separate last year as we have basically been living separate lives since then.

We have pensions (DB and DC), ISAs and house to split - basically nothing too out of the ordinary.

I know I can tell the DB pension administrator to provide a CETV at a date in the past. Will DC pension providers do that too?

Does anyone have any experience of getting valuations for financial assets in the past - if I ask companies to do this is it something they can typically do? Or do I need to use past statements (and fund/share prices) to calculate what the value of assets were on a certain date.

As I'm fairly financially literate I'd like to get as much of this agreed as we can before getting solicitors too involved.

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