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 195,000 0 0 195,000
Car 6,000 0 0 6,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
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 206,000 0 0 206,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 85,000 0 0 85,000
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 10,000 0 0 10,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 101,000 0 0 101,000
Total Liabilities 105,000 0 0 105,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 18,458 0 0 18,458
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 5,000 0 0 5,000
Total Income 23,458 0 0 23,458
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 202 0 0 202
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) 400 0 0 400
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 21,806 0 0 21,806
Total Expenditure 1,652 0 0 1,652
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