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 0 265,000 0 265,000
Car 13,000 0 0 13,000
Savings (e.g. bank a/c, building society) 0 0 10,000 10,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 25,000 0 0 25,000
Investment Property 0 0 0 0
Total Assets 38,000 265,000 10,000 313,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 55,000 0 55,000
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 0 0 1,300 1,300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 38,000 210,000 8,700 256,700
Total Liabilities 0 55,000 1,300 56,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 580 0 580
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 800 0 400 1,200
Total Income 800 580 400 1,780
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 437 0 437
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 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) 0 0 180 180
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 800 143 -380 563
Total Expenditure 0 437 780 1,217
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