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 290,000 0 0 290,000
Car 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 15,500 0 0 15,500
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 315,500 0 0 315,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 180,000 0 0 180,000
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 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 135,500 0 0 135,500
Total Liabilities 180,000 0 0 180,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 33,000 0 0 33,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 33,000 0 0 33,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,100 0 0 1,100
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 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 160 0 0 160
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 320 0 0 320
Total Monthly Income less Expenditure 31,420 0 0 31,420
Total Expenditure 1,580 0 0 1,580
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