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 250,000 0 0 250,000
Car 8,000 0 0 8,000
Savings (e.g. bank a/c, building society) 12,000 0 0 12,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 150,000 0 0 150,000
Total Assets 420,000 0 0 420,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 102,500 0 0 102,500
Mortgage - Investment Property 112,500 0 0 112,500
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 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 205,000 0 0 205,000
Total Liabilities 215,000 0 0 215,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,800 0 0 2,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 600 0 0 600
Total Income 3,400 0 0 3,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 637 0 0 637
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 265 0 0 265
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 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 378 0 0 378
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 675 0 0 675
Total Monthly Income less Expenditure 1,445 0 0 1,445
Total Expenditure 1,955 0 0 1,955
An unhandled error has occurred. Reload 🗙