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 0 170,000 170,000
Car 18,000 0 0 18,000
Savings (e.g. bank a/c, building society) 7,000 5,000 0 12,000
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 25,000 5,000 170,000 200,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 130,000 130,000
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 150 200 0 350
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 24,850 4,800 40,000 69,650
Total Liabilities 150 200 130,000 130,350
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 800 4,000 0 4,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 800 4,000 0 4,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 395 0 395
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 50 100 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 60 100 0 160
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 250 0 350
Total Monthly Income less Expenditure 590 3,155 0 3,745
Total Expenditure 210 845 0 1,055
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