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 650,000 0 0 650,000
Car 3,000 0 0 3,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 45,000 0 0 45,000
Investment Property 0 0 0 0
Total Assets 698,000 0 0 698,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 419,772 0 0 419,772
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 500 0 0 500
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 1,455 0 0 1,455
Other liabilities 20,000 0 0 20,000
Total Assets less Liabilities 256,273 0 0 256,273
Total Liabilities 441,727 0 0 441,727
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,164 0 0 4,164
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,164 0 0 4,164
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 875 0 0 875
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 15 0 0 15
HMRC payments (unpaid only) 30 0 0 30
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 291 0 0 291
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 855 0 0 855
Total Monthly Income less Expenditure 2,098 0 0 2,098
Total Expenditure 2,066 0 0 2,066
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