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 0 280,000 280,000
Car 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 59,000 0 0 59,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 200,000 0 0 200,000
Investment Property 0 0 0 0
Total Assets 269,000 0 280,000 549,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 40,000 40,000
Mortgage - Investment Property 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
Utilised Overdraft 0 0 0 0
Hire purchase balance 10,000 0 0 10,000
Credit card balance 129 0 0 129
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 258,871 0 240,000 498,871
Total Liabilities 10,129 0 40,000 50,129
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 0 0
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 320 0 0 320
Total Income 320 0 0 320
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 525 525
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 250 0 0 250
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 77 77
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 20 0 -902 -882
Total Expenditure 300 0 902 1,202
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