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 0 195,000 195,000
Car 0 5,000 0 5,000
Savings (e.g. bank a/c, building society) 26,500 5,000 0 31,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 8,000 8,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 26,500 10,000 203,000 239,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 46,157 46,157
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 384 0 384
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 1,111 0 0 1,111
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 1,131 0 0 1,131
Total Assets less Liabilities 24,258 9,616 156,843 190,717
Total Liabilities 2,242 384 46,157 48,783
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 1,750 0 4,750
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 1,750 0 4,750
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 905 905
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) 0 128 0 128
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 23 0 0 23
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 0 650 650
Total Monthly Income less Expenditure 2,977 1,622 -1,735 2,864
Total Expenditure 23 128 1,735 1,886
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