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 100,000 0 0 100,000
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 117,000 0 0 117,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 48,000 0 0 48,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,000 0 0 7,000
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 700 0 0 700
Total Assets less Liabilities 61,300 0 0 61,300
Total Liabilities 55,700 0 0 55,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 334 0 0 334
Total Income 2,834 0 0 2,834
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 198 0 0 198
Rental payments (if applicable) 300 0 0 300
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 157 0 0 157
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) 140 0 0 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 1,739 0 0 1,739
Total Expenditure 1,095 0 0 1,095
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