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 80,000 80,000
Car 7,000 8,000 0 15,000
Savings (e.g. bank a/c, building society) 2,000 3,000 0 5,000
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 9,000 11,000 80,000 100,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 175,000 175,000
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 2,000 0 0 2,000
Hire purchase balance 0 0 0 0
Credit card balance 30,000 0 0 30,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -23,000 11,000 -95,000 -107,000
Total Liabilities 32,000 0 175,000 207,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 2,000 0 6,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,000 2,000 0 6,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,200 1,200
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 200 0 0 200
Hire purchase repayments 0 0 0 0
Credit card payments 1,200 0 0 1,200
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) 200 200 300 700
Total Monthly Income less Expenditure 2,400 1,800 -1,700 2,500
Total Expenditure 1,600 200 1,700 3,500
An unhandled error has occurred. Reload 🗙