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 2,500 2,000 0 4,500
Savings (e.g. bank a/c, building society) 1,000 400 0 1,400
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 344,000 0 0 344,000
Investment Property 0 0 0 0
Total Assets 347,500 2,400 0 349,900
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 4,000 1,500 0 5,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 343,500 900 0 344,400
Total Liabilities 4,000 1,500 0 5,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,200 1,700 0 2,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,200 1,700 0 2,900
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) 750 0 0 750
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 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 75 0 275
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 200 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 50 1,100 0 1,150
Total Monthly Income less Expenditure 100 325 0 425
Total Expenditure 1,100 1,375 0 2,475
An unhandled error has occurred. Reload 🗙