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 0 260,000 260,000
Car 0 0 5,000 5,000
Savings (e.g. bank a/c, building society) 0 0 1,000 1,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 266,000 266,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 195,000 195,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 6,500 6,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 300 300
Hire purchase balance 0 0 600 600
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 0 63,600 63,600
Total Liabilities 0 0 202,400 202,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,100 0 0 2,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 934 0 934
Total Income 2,100 934 0 3,034
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 670 670
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) 147 0 0 147
Ex-host debt 0 0 0 0
Overdraft payments 0 0 20 20
Hire purchase repayments 0 0 34 34
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) 0 0 315 315
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 1,953 934 -2,039 848
Total Expenditure 147 0 2,039 2,186
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