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 175,000 0 0 175,000
Car 10,500 0 0 10,500
Savings (e.g. bank a/c, building society) 25,000 0 0 25,000
Investments (e.g. ISA/unit trust/shares etc) 125,000 0 0 125,000
Other Assets 5,000 0 0 5,000
Investment Property 75,000 0 0 75,000
Total Assets 415,500 0 0 415,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
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 0 0 0 0
Credit card balance 1,050 0 0 1,050
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 414,450 0 0 414,450
Total Liabilities 1,050 0 0 1,050
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 0 0 1,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,000 0 0 1,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 0 0 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 350 0 0 350
Total Expenditure 650 0 0 650
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