PART 1 - LIST OF ASSETS
In part 1 you should list all your assets.
Part 1A - moveable property (all assets other than land or buildings)
1. Cash
Write in the total amount of money in cash you have. Do not show the money you have in Bank or Building
Society accounts here.
2. Bank and building society accounts
Give details of all the money you have in banks and building societies. If any of the accounts are in joint
names the full amount should be entered, but put a letter [J] in brackets at the end of the account number to
show that it is a joint account. Give details of any overdrawn account but put the letters [DR] after the
balance.
3. Investments and savings (other than bank accounts)
You must give details of investments, savings certificates, savings bonds, premium bonds, etc. in the column
headed 'type of investment'. You should also show the name of the firm the investment is with and any
reference number in the correct columns. If you have an endowment policy enter the details here.
4. Debts due to you
If anyone owes you money, write about it here. Give details of all the money owing to you. It must include
money loaned to other people or trade debts if you were in business. The name and address of the person or
company who owes you the money must be written in the first column. The amount of the debt and the date it was
or is due to be repaid should be entered in the correct columns.
5. Other assets
Write the details of all goods and valuables which you own here. You must include goods you are still paying for
on hire purchase or credit terms. Details of any motor vehicle owned by you should include the model and
registration number.
Part 1B - immoveable property (land, houses, and buildings)
Give details of all properties which you own, part own, or have other financial interest in here. Show if you have
bought an ex-council house through the discount scheme. If you own a lease on a property, write down how long the lease is for. In 'type of property', show whether the property is a flat, semi-detached house, office unit, or whatever. In 'nature of interest' say what your interest is in the property, for example, whether you own it by yourself or jointly with someone else.