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 0 600,000 600,000
Car 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 13,000 0 0 13,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 23,000 0 600,000 623,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 313,000 313,000
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 0 0 0 0
Hire purchase balance 0 500 0 500
Credit card balance 3,975 6,000 0 9,975
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 19,025 -6,500 287,000 299,525
Total Liabilities 3,975 6,500 313,000 323,475
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,600 3,700 0 5,300
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,600 3,700 0 5,300
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,400 1,400
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 0 0 0 0
Hire purchase repayments 0 80 0 80
Credit card payments 80 150 0 230
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 39 20 257 316
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,400 1,400
Total Monthly Income less Expenditure 1,481 3,450 -3,057 1,874
Total Expenditure 119 250 3,057 3,426
An unhandled error has occurred. Reload 🗙