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 0 0
Car 3,000 0 0 3,000
Savings (e.g. bank a/c, building society) 15,195 4,000 27,000 46,195
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 20,000 0 0 20,000
Investment Property 0 0 150,000 150,000
Total Assets 38,195 4,000 177,000 219,195
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
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 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 38,195 4,000 177,000 219,195
Total Liabilities 0 0 0 0
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 400 0 400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 700 0 0 700
Total Income 700 400 0 1,100
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 470 470
Investment property - mortgage, management charges & ground rent 0 0 83 83
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 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) 30 0 150 180
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 80 0 400 480
Total Monthly Income less Expenditure 590 400 -1,103 -113
Total Expenditure 110 0 1,103 1,213
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