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 250,000 0 0 250,000
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 40,000 0 0 40,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 297,000 0 0 297,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 170,000 0 0 170,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,000 0 0 10,000
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 117,000 0 0 117,000
Total Liabilities 180,000 0 0 180,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,200 0 0 2,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,000 0 0 1,000
Total Income 3,200 0 0 3,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 600 0 0 600
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) 370 0 0 370
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) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 1,630 0 0 1,630
Total Expenditure 1,570 0 0 1,570
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