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 1,500,000 0 1,500,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 15,000 1,500,000 0 1,515,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 563,000 0 563,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,232 0 0 6,232
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 8,247 0 0 8,247
Credit card balance 6,447 1,300 0 7,747
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -5,926 935,700 0 929,774
Total Liabilities 20,926 564,300 0 585,226
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 6,000 0 9,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 850 0 850
Total Income 3,000 6,850 0 9,850
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 933 0 933
Rental payments (if applicable) 0 0 550 550
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 395 0 0 395
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 344 0 0 344
Credit card payments 100 41 0 141
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 800 800 0 1,600
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 400 0 600
Total Monthly Income less Expenditure 1,161 4,676 -550 5,287
Total Expenditure 1,839 2,174 550 4,563
An unhandled error has occurred. Reload 🗙