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 0 450,000 450,000
Car 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 2,000 1,500 0 3,500
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 12,000 1,500 450,000 463,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 219,000 219,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 8,200 0 0 8,200
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,000 1,000 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 800 500 231,000 232,300
Total Liabilities 11,200 1,000 219,000 231,200
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 950 0 950
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 950 0 950
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,000 1,000
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) 355 0 0 355
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 50 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 650 650
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 200 150 550
Total Monthly Income less Expenditure -705 700 -1,800 -1,805
Total Expenditure 705 250 1,800 2,755
An unhandled error has occurred. Reload 🗙