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 475,000 0 0 475,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 32,000 0 0 32,000
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 522,000 0 0 522,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 299,160 0 0 299,160
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 86,500 0 0 86,500
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 7,000 0 0 7,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 129,340 0 0 129,340
Total Liabilities 392,660 0 0 392,660
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,900 0 0 4,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,900 0 0 4,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 984 0 0 984
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 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 175 0 0 175
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 700 0 0 700
Total Monthly Income less Expenditure 2,541 0 0 2,541
Total Expenditure 2,359 0 0 2,359
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