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 6,000 0 0 6,000
Savings (e.g. bank a/c, building society) 12,000 0 0 12,000
Investments (e.g. ISA/unit trust/shares etc) 1,500 0 0 1,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 19,500 0 350,000 369,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 164,000 164,000
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 1,388 0 0 1,388
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 18,112 0 186,000 204,112
Total Liabilities 1,388 0 164,000 165,388
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,142 0 0 2,142
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,142 0 0 2,142
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 698 698
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 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 175 0 0 175
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 1,517 0 -698 819
Total Expenditure 625 0 698 1,323
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