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 0 280,000 280,000
Car 1,000 0 0 1,000
Savings (e.g. bank a/c, building society) 8,000 0 0 8,000
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 9,000 0 280,000 289,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 250,000 250,000
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 8,000 0 0 8,000
Credit card balance 1,000 0 0 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 0 30,000 30,000
Total Liabilities 9,000 0 250,000 259,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 1,600 0 1,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 1,600 0 1,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 870 870
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 253 0 0 253
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) 0 0 165 165
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 100 100
Total Monthly Income less Expenditure -303 1,600 -1,135 162
Total Expenditure 303 0 1,135 1,438
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