Financial Standing

Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
Asset Held Solely Held Partner Held Jointly Total
House 350,000 0 0 350,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 50,000 0 0 50,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 8,000 0 0 8,000
Investment Property 230,000 0 0 230,000
Total Assets 653,000 0 0 653,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 260,253 0 0 260,253
Mortgage - Investment Property 163,499 0 0 163,499
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 13,830 0 0 13,830
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 8,019 0 0 8,019
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 207,399 0 0 207,399
Total Liabilities 445,601 0 0 445,601
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 0 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 825 0 0 825
Total Income 3,825 0 0 3,825
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 995 0 0 995
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 540 0 0 540
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 249 0 0 249
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 149 0 0 149
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 350 0 0 350
Total Monthly Income less Expenditure 1,342 0 0 1,342
Total Expenditure 2,483 0 0 2,483
An unhandled error has occurred. Reload 🗙