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 136,000 0 0 136,000
Car 13,000 0 0 13,000
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
Investments (e.g. ISA/unit trust/shares etc) 1,500 0 0 1,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 154,500 0 0 154,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 120,000 0 0 120,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,800 0 0 12,800
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 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 21,700 0 0 21,700
Total Liabilities 132,800 0 0 132,800
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,600 0 0 2,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,600 0 0 2,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 424 0 0 424
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) 216 0 0 216
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 212 0 0 212
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,000 0 0 1,000
Total Monthly Income less Expenditure 748 0 0 748
Total Expenditure 1,852 0 0 1,852
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