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 0 200,000 200,000
Car 8,000 0 0 8,000
Savings (e.g. bank a/c, building society) 51,000 0 0 51,000
Investments (e.g. ISA/unit trust/shares etc) 7,000 0 0 7,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 66,000 0 200,000 266,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 80,000 80,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 12,000 12,000
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 1,000 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 66,000 0 107,000 173,000
Total Liabilities 0 0 93,000 93,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,700 1,350 0 4,050
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,700 1,350 0 4,050
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 500 500
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) 255 0 0 255
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,500 1,500
Total Monthly Income less Expenditure 2,045 1,350 -2,000 1,395
Total Expenditure 655 0 2,000 2,655
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