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 0 200,000 0 200,000
Car 7,000 10,000 0 17,000
Savings (e.g. bank a/c, building society) 0 6,000 0 6,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 245,000 0 0 245,000
Total Assets 252,000 216,000 0 468,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 9,200 0 9,200
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 28,715 0 0 28,715
Personal loans (unsecured) 18,153 4,000 0 22,153
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,590 0 0 1,590
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 203,542 202,800 0 406,342
Total Liabilities 48,458 13,200 0 61,658
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,377 2,685 0 5,062
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 288 0 0 288
Total Income 2,665 2,685 0 5,350
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 530 0 530
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 600 0 0 600
Personal loans (Secured) 268 250 0 518
Personal loans (unsecured) 461 0 0 461
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 1,000 0 1,000
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,000 0 0 1,000
Total Monthly Income less Expenditure 236 905 0 1,141
Total Expenditure 2,429 1,780 0 4,209
An unhandled error has occurred. Reload 🗙