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 0 360,000 360,000
Car 0 20,000 0 20,000
Savings (e.g. bank a/c, building society) 6,000 0 0 6,000
Investments (e.g. ISA/unit trust/shares etc) 0 8,000 0 8,000
Other Assets 100,000 100,000 10,000 210,000
Investment Property 0 0 0 0
Total Assets 106,000 128,000 370,000 604,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 244,215 244,215
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 35,000 12,000 0 47,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 5,300 5,300
Hire purchase balance 0 0 0 0
Credit card balance 7,000 1,000 0 8,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 64,000 115,000 120,485 299,485
Total Liabilities 42,000 13,000 249,515 304,515
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,514 0 2,514
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 145 0 145
Total Income 0 2,659 0 2,659
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,275 1,275
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) 750 250 0 1,000
Ex-host debt 0 0 0 0
Overdraft payments 0 0 100 100
Hire purchase repayments 0 0 0 0
Credit card payments 200 100 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 350 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 750 750
Total Monthly Income less Expenditure -950 2,309 -2,475 -1,116
Total Expenditure 950 350 2,475 3,775
An unhandled error has occurred. Reload 🗙