Net worth

Notes on net worth

  • I calculate at the end of each month for the month just gone
  • I do not include the value of my home (which is mortgage free)
  • Some of the squirreled pots are not included e.g. my Xmas and birthday pot and my holiday pot. But a small pot I am using to save for some new windows is included.
  • My DB pension value is estimated, I use the lower estimate provided and report separately
  • This is my personal net worth and my portion (50%) of joint assets with my partner
  • This is my baseline for net worth which I’ll update annually
Increase in net worth (including investment property, investments and cash only (exc DB pension)) since I started documenting in 2014

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