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 485,000 0 0 485,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
Investments (e.g. ISA/unit trust/shares etc) 16,000 0 0 16,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 520,000 0 0 520,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 69,125 0 0 69,125
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,500 0 0 12,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 206 0 0 206
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 438,169 0 0 438,169
Total Liabilities 81,831 0 0 81,831
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,195 0 0 1,195
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 383 0 0 383
Total Income 1,578 0 0 1,578
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 115 0 0 115
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) 217 0 0 217
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 206 0 0 206
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 160 0 0 160
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 280 0 0 280
Total Expenditure 1,298 0 0 1,298
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