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 75,000 0 0 75,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 3,000 0 0 3,000
Other Assets 0 0 0 0
Investment Property 65,000 0 0 65,000
Total Assets 153,000 0 0 153,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 63,000 0 0 63,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,000 0 0 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 2,000 0 0 2,000
Hire purchase balance 1,500 0 0 1,500
Credit card balance 16,000 0 0 16,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 58,500 0 0 58,500
Total Liabilities 94,500 0 0 94,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 400 0 0 400
Total Income 4,400 0 0 4,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 700 0 0 700
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) 300 0 0 300
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 80 0 0 80
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 2,820 0 0 2,820
Total Expenditure 1,580 0 0 1,580
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