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 250,000 0 0 250,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 10,000 10,000 0 20,000
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 280,000 10,000 0 290,000
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) 81 0 0 81
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 279,919 10,000 0 289,919
Total Liabilities 81 0 0 81
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 880 4,500 0 5,380
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 880 4,500 0 5,380
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 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 81 0 0 81
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 81 0 0 81
Utilities (Gas/water/Elec/phone/internet) 400 0 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 1,000 0 1,000
Total Monthly Income less Expenditure 318 3,500 0 3,818
Total Expenditure 562 1,000 0 1,562
An unhandled error has occurred. Reload 🗙