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 0 500,000 500,000
Car 0 0 35,000 35,000
Savings (e.g. bank a/c, building society) 0 0 27,500 27,500
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 0 0 562,500 562,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 350,000 350,000
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 172 0 0 172
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -172 0 212,500 212,328
Total Liabilities 172 0 350,000 350,172
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,475 4,149 0 7,623
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,475 4,149 0 7,623
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,346 1,346
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 0 454 454
Credit card payments 172 0 0 172
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 572 572
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 980 980
Total Monthly Income less Expenditure 3,303 4,149 -3,352 4,100
Total Expenditure 172 0 3,352 3,524
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