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 0 400,000 400,000
Car 0 15,000 0 15,000
Savings (e.g. bank a/c, building society) 0 0 3,500 3,500
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 15,000 403,500 418,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 198,500 198,500
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 0 500 500
Hire purchase balance 0 10,987 0 10,987
Credit card balance 38,694 43,034 0 81,728
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -38,694 -39,021 204,500 126,785
Total Liabilities 38,694 54,021 199,000 291,715
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,958 2,842 0 5,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 152 0 152
Total Income 2,958 2,994 0 5,952
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,241 1,241
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 25 25
Hire purchase repayments 0 196 0 196
Credit card payments 655 918 0 1,573
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 242 242
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 481 481
Total Monthly Income less Expenditure 2,303 1,880 -1,989 2,194
Total Expenditure 655 1,114 1,989 3,758
An unhandled error has occurred. Reload 🗙