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Budgeting - your assets

Here you need to list all your assets, that is, everything you own that has some value in its own right, like cash, or has a resale value. Be realistic about secondhand or used values.

  • Your home or any other property
  • Shares, PEPs, ISAs, Unit & Investment Trusts - show current valuations
  • Government Securities, bonds
  • Insurance (Endowment policies)
  • Pension Plans
  • Cars or commercial vehicles, motorcycle, caravan, boat
  • Cash in current account
  • Cash in deposit/saving account
  • Antiques, works of art
  • Collectables
  • Domestic or other equipment that would have a resale value
  • Monies owed to you or your spouse

Now use the checklist  for Budgeting your liabilities

Budgeting your expenses 

Control Debt Home
Your Own Get Out of Debt Plans
Debt Consolidation
Individual Voluntary Arrangement - IVA
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