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 0 200,000 200,000
Car 0 0 15,000 15,000
Savings (e.g. bank a/c, building society) 0 0 2,500 2,500
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 0 217,500 217,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 146,834 146,834
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 2,991 15,000 0 17,991
Credit card balance 10,500 8,500 0 19,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -13,491 -23,500 70,666 33,675
Total Liabilities 13,491 23,500 146,834 183,825
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,700 2,700 0 5,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 598 0 598
Total Income 2,700 3,298 0 5,998
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 793 793
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 83 245 0 328
Credit card payments 180 160 0 340
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 150 0 0 150
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 2,287 2,893 -1,593 3,587
Total Expenditure 413 405 1,593 2,411
An unhandled error has occurred. Reload 🗙