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 0 0
Car 50,000 0 0 50,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
Investments (e.g. ISA/unit trust/shares etc) 30,000 0 0 30,000
Other Assets 0 0 0 0
Investment Property 110,000 0 0 110,000
Total Assets 200,000 0 0 200,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 70,000 0 0 70,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 17,266 0 0 17,266
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 40,850 0 0 40,850
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 71,884 0 0 71,884
Total Liabilities 128,116 0 0 128,116
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,650 2,500 0 6,150
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,650 2,500 0 6,150
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 350 350 0 700
Investment property - mortgage, management charges & ground rent 130 0 0 130
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 350 0 0 350
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 550 0 0 550
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 400 0 900
Total Monthly Income less Expenditure 1,770 1,750 0 3,520
Total Expenditure 1,880 750 0 2,630
An unhandled error has occurred. Reload 🗙