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 138,000 0 0 138,000
Car 40,000 0 0 40,000
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 0 0 0 0
Investment Property 0 0 0 0
Total Assets 178,000 0 0 178,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 108,000 0 0 108,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 9,000 0 0 9,000
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 4,000 0 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 57,000 0 0 57,000
Total Liabilities 121,000 0 0 121,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 0 0 2,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 200 0 0 200
Total Income 2,200 0 0 2,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 490 0 0 490
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 330 0 0 330
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 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 350 0 0 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 450 0 0 450
Total Monthly Income less Expenditure 530 0 0 530
Total Expenditure 1,670 0 0 1,670
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