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 172,000 0 0 172,000
Car 7,000 2,000 0 9,000
Savings (e.g. bank a/c, building society) 6,000 32,000 0 38,000
Investments (e.g. ISA/unit trust/shares etc) 4,000 0 0 4,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 189,000 34,000 0 223,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 116,000 0 0 116,000
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 5,700 0 0 5,700
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 67,300 34,000 0 101,300
Total Liabilities 121,700 0 0 121,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,937 640 0 2,577
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,937 640 0 2,577
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 515 0 0 515
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 245 0 0 245
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 230 0 0 230
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 350 0 750
Total Monthly Income less Expenditure 547 290 0 837
Total Expenditure 1,390 350 0 1,740
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