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 700,000 0 0 700,000
Car 9,000 0 0 9,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 7,500 0 0 7,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 716,500 0 0 716,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 137,000 0 0 137,000
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 7,083 0 0 7,083
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 572,417 0 0 572,417
Total Liabilities 144,083 0 0 144,083
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,110 0 0 2,110
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 86 0 0 86
Total Income 2,196 0 0 2,196
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,222 0 0 1,222
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 240 0 0 240
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 140 0 0 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 294 0 0 294
Total Expenditure 1,902 0 0 1,902
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