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 0 500,000 500,000
Car 0 0 10,500 10,500
Savings (e.g. bank a/c, building society) 0 0 36,000 36,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 200,000 200,000
Total Assets 0 0 746,500 746,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 320,000 320,000
Mortgage - Investment Property 0 0 67,000 67,000
Personal loans (Secured) 0 0 920 920
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 3,800 0 3,800
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 -3,800 358,580 354,780
Total Liabilities 0 3,800 387,920 391,720
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,950 2,250 0 4,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 9,000 9,000
Total Income 1,950 2,250 9,000 13,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,339 1,339
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 272 272
Personal loans (Secured) 0 0 46 46
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 0 200 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 400 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 100 100
Total Monthly Income less Expenditure 1,950 2,050 6,843 10,843
Total Expenditure 0 200 2,157 2,357
An unhandled error has occurred. Reload 🗙