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 0 310,000 310,000
Car 0 0 14,000 14,000
Savings (e.g. bank a/c, building society) 0 0 4,000 4,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 6,000 6,000
Investment Property 0 0 0 0
Total Assets 0 0 334,000 334,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 180,000 180,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 12,000 12,000
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 0 0 5,000 5,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 0 137,000 137,000
Total Liabilities 0 0 197,000 197,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 900 0 900
Total Income 4,000 900 0 4,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 760 760
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 245 245
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 0 0 300 300
HMRC payments (unpaid only) 0 0 0 0
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 1,300 1,300
Total Monthly Income less Expenditure 4,000 900 -2,805 2,095
Total Expenditure 0 0 2,805 2,805
An unhandled error has occurred. Reload 🗙