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 1,250,000 0 0 1,250,000
Car 16,500 0 0 16,500
Savings (e.g. bank a/c, building society) 40,000 0 0 40,000
Investments (e.g. ISA/unit trust/shares etc) 15,000 0 0 15,000
Other Assets 0 0 0 0
Investment Property 490,000 0 0 490,000
Total Assets 1,811,500 0 0 1,811,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 40,000 0 0 40,000
Mortgage - Investment Property 72,000 0 0 72,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,000 0 0 11,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 9,000 0 0 9,000
Unpaid income tax 0 0 0 0
Other liabilities 2,000 0 0 2,000
Total Assets less Liabilities 1,677,500 0 0 1,677,500
Total Liabilities 134,000 0 0 134,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 800 0 0 800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,594 0 0 2,594
Total Income 3,394 0 0 3,394
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 187 0 0 187
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 414 0 0 414
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 329 0 0 329
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 220 0 0 220
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 1,794 0 0 1,794
Total Expenditure 1,600 0 0 1,600
An unhandled error has occurred. Reload 🗙