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 0 425,000 425,000
Car 0 0 40,000 40,000
Savings (e.g. bank a/c, building society) 0 0 23,000 23,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 70,000 70,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 558,000 558,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 277,586 277,586
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 0 0 0
Credit card balance 1,992 0 0 1,992
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,992 0 280,414 278,422
Total Liabilities 1,992 0 277,586 279,578
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 2,500 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 2,500 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 1,075 1,075
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 0 0 0
Credit card payments 0 0 500 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 425 425
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 850 850
Total Monthly Income less Expenditure 2,500 2,500 -2,850 2,150
Total Expenditure 0 0 2,850 2,850
An unhandled error has occurred. Reload 🗙