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 0 470,000 470,000
Car 80,000 0 0 80,000
Savings (e.g. bank a/c, building society) 25,000 0 0 25,000
Investments (e.g. ISA/unit trust/shares etc) 25,000 0 0 25,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 130,000 0 470,000 600,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 60,000 0 0 60,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 23,539 0 0 23,539
Credit card balance 1,442 0 0 1,442
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 45,019 0 470,000 515,019
Total Liabilities 84,981 0 0 84,981
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,000 0 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,000 0 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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) 980 0 0 980
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 527 0 0 527
Credit card payments 1,442 0 0 1,442
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 280 0 0 280
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,600 0 0 1,600
Total Monthly Income less Expenditure 171 0 0 171
Total Expenditure 4,829 0 0 4,829
An unhandled error has occurred. Reload 🗙