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 410,000 0 0 410,000
Car 3,500 0 0 3,500
Savings (e.g. bank a/c, building society) 37,000 0 0 37,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 190,000 0 0 190,000
Total Assets 640,500 0 0 640,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 197,000 0 0 197,000
Mortgage - Investment Property 146,000 0 0 146,000
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 300 0 0 300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 297,200 0 0 297,200
Total Liabilities 343,300 0 0 343,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,916 0 0 2,916
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 850 0 0 850
Total Income 3,766 0 0 3,766
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 340 0 0 340
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 400 0 0 400
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 3 0 0 3
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 190 0 0 190
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 640 0 0 640
Total Monthly Income less Expenditure 2,193 0 0 2,193
Total Expenditure 1,573 0 0 1,573
An unhandled error has occurred. Reload 🗙