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 0 550,000 550,000
Car 0 0 7,000 7,000
Savings (e.g. bank a/c, building society) 0 0 3,000 3,000
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 0 0 560,000 560,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 202,500 202,500
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 15,437 0 15,437
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,500 500 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -3,500 -15,937 357,500 338,063
Total Liabilities 3,500 15,937 202,500 221,937
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 5,000 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 0 5,000 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,166 1,166
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) 0 420 0 420
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 200 0 400
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 500 500
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure -200 -620 2,534 1,714
Total Expenditure 200 620 2,466 3,286
An unhandled error has occurred. Reload 🗙