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 0 350,000 350,000
Car 15,000 5,000 0 20,000
Savings (e.g. bank a/c, building society) 0 0 4,000 4,000
Investments (e.g. ISA/unit trust/shares etc) 1,000 0 0 1,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 16,000 5,000 354,000 375,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 235,609 235,609
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 5,461 0 0 5,461
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 17,634 0 0 17,634
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -7,095 5,000 118,391 116,296
Total Liabilities 23,095 0 235,609 258,704
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 2,500 0 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 2,500 0 4,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,500 1,500
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) 150 0 0 150
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 140 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 1,350 2,500 -2,040 1,810
Total Expenditure 650 0 2,040 2,690
An unhandled error has occurred. Reload 🗙