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 9,200 7,000 0 16,200
Savings (e.g. bank a/c, building society) 3,000 10,000 0 13,000
Investments (e.g. ISA/unit trust/shares etc) 0 50,000 0 50,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 12,200 67,000 170,000 249,200
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 30,000 30,000
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 300 0 0 300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 11,900 67,000 140,000 218,900
Total Liabilities 300 0 30,000 30,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 8,000 0 10,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 8,000 0 10,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 295 295
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 25 0 0 25
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 100 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 2,475 8,000 -1,095 9,380
Total Expenditure 25 0 1,095 1,120
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