Assets & Liabilities / Income & Expenditure Form Page 2

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Personal Assets
House
Name of Mortgage Lender
Current Value
£
Outstanding Mortgage Balance
£
Life Assurance:
Company
When will the policy become payable?
How much is the policy worth today?
£
Stocks/Shares:
Current Value
£
Savings:
Type (please specify)
Current Value
Type (please specify)
Other:
Current Value
£
Total Personal Assets (net of outstanding mortgage)
£
Personal Borrowing Outstanding
Personal Loans:
Amount left to repay
£
Hire Purchase/Finance
Agreements
Amount left to repay
£
Credit Cards
Visa
£
MasterCard
£
American Express
£
Others (please specify)
£
£
Balance(s) on Personal Overdraft(s):
£
£
Total Personal Borrowings (excluding mortgage)

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