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 150,000 0 300,000 450,000
Car 16,000 0 0 16,000
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 176,000 0 300,000 476,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 81,000 0 220,000 301,000
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 0 0 0 0
Credit card balance 6,000 0 0 6,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 89,000 0 80,000 169,000
Total Liabilities 87,000 0 220,000 307,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,460 0 0 2,460
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 695 0 0 695
Total Income 3,155 0 0 3,155
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 687 0 500 1,187
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 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 200 400
Total Monthly Income less Expenditure 2,068 0 -850 1,218
Total Expenditure 1,087 0 850 1,937
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