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 340,000 0 0 340,000
Car 12,000 0 0 12,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 160,000 0 0 160,000
Other Assets 0 0 0 0
Investment Property 12,000 0 0 12,000
Total Assets 527,000 0 0 527,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 56,000 0 0 56,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 100 0 0 100
Hire purchase balance 0 0 0 0
Credit card balance 6,000 0 0 6,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 464,900 0 0 464,900
Total Liabilities 62,100 0 0 62,100
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 33,000 0 0 33,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 330 0 0 330
Total Income 33,330 0 0 33,330
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 90 0 0 90
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 80 0 0 80
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 0 0 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 0 0 100
Total Monthly Income less Expenditure 32,960 0 0 32,960
Total Expenditure 370 0 0 370
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