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 0 180,000 180,000
Car 28,000 0 0 28,000
Savings (e.g. bank a/c, building society) 6,000 0 0 6,000
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 34,000 0 180,000 214,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 90,000 90,000
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 0 0 5,000 5,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 34,000 0 85,000 119,000
Total Liabilities 0 0 95,000 95,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,200 0 0 7,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 23,000 0 23,000
Total Income 7,200 23,000 0 30,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 487 487
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 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 6,450 23,000 -487 28,963
Total Expenditure 750 0 487 1,237
An unhandled error has occurred. Reload 🗙