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 0 350,000 350,000
Car 0 0 13,000 13,000
Savings (e.g. bank a/c, building society) 12,000 0 0 12,000
Investments (e.g. ISA/unit trust/shares etc) 967 0 0 967
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 12,967 0 363,000 375,967
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 234,855 234,855
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 1,163 0 0 1,163
Personal loans (unsecured) 0 0 0 0
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 11,804 0 128,145 139,949
Total Liabilities 1,163 0 234,855 236,018
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 2,253 0 4,253
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 2,253 0 4,253
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 870 870
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) 236 0 0 236
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 30 30
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) 0 0 350 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 650 650
Total Monthly Income less Expenditure 1,764 2,253 -1,900 2,117
Total Expenditure 236 0 1,900 2,136
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