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 0 0 0 0
Car 0 0 4,000 4,000
Savings (e.g. bank a/c, building society) 0 0 10,000 10,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 14,000 14,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,700 0 0 2,700
Unpaid income tax 1,200 0 0 1,200
Other liabilities 0 0 0 0
Total Assets less Liabilities -3,900 0 14,000 10,100
Total Liabilities 3,900 0 0 3,900
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 0 0
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 0 0 0
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 1,125 1,125
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 2,000 0 2,000
Hire purchase repayments 0 0 0 0
Credit card payments 2,300 0 0 2,300
HMRC payments (unpaid only) 1,700 0 0 1,700
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure -4,000 -2,000 -2,025 -8,025
Total Expenditure 4,000 2,000 2,025 8,025
An unhandled error has occurred. Reload 🗙