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 0 375,000 375,000
Car 0 0 12,000 12,000
Savings (e.g. bank a/c, building society) 0 0 12,000 12,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 535,000 535,000
Total Assets 0 0 934,000 934,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 263,459 263,459
Mortgage - Investment Property 0 0 384,485 384,485
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 981 0 0 981
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,530 0 0 2,530
Unpaid income tax 0 0 0 0
Other liabilities 29 0 0 29
Total Assets less Liabilities -3,540 0 286,056 282,516
Total Liabilities 3,540 0 647,944 651,484
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,300 2,900 0 6,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,300 2,900 0 6,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,420 1,420
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 1,850 1,850
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 150 0 0 150
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 70 0 0 70
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 120 120
Total Monthly Income less Expenditure 3,080 2,900 -3,590 2,390
Total Expenditure 220 0 3,590 3,810
An unhandled error has occurred. Reload 🗙