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 60,000 0 0 60,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 120,000 0 0 120,000
Total Assets 198,000 0 0 198,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 40,000 0 0 40,000
Mortgage - Investment Property 50,000 0 0 50,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,000 0 0 7,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 300 0 0 300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 100,700 0 0 100,700
Total Liabilities 97,300 0 0 97,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,700 0 0 1,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 650 0 0 650
Total Income 2,350 0 0 2,350
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 250 0 0 250
Rental payments (if applicable) 400 0 0 400
Investment property - mortgage, management charges & ground rent 78 0 0 78
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 169 0 0 169
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 30 0 0 30
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 110 0 0 110
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 1,113 0 0 1,113
Total Expenditure 1,237 0 0 1,237
An unhandled error has occurred. Reload 🗙