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 0 350,000 350,000
Car 0 0 55,000 55,000
Savings (e.g. bank a/c, building society) 0 0 32,000 32,000
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 0 437,000 437,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 162,000 162,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,000 4,800 0 14,800
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 10,100 2,100 0 12,200
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -20,100 -6,900 275,000 248,000
Total Liabilities 20,100 6,900 162,000 189,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 9,333 2,000 0 11,333
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 9,333 2,000 0 11,333
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 780 780
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) 1,600 700 0 2,300
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 475 100 0 575
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 527 527
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 7,258 1,200 -2,007 6,451
Total Expenditure 2,075 800 2,007 4,882
An unhandled error has occurred. Reload 🗙