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 142,500 0 0 142,500
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 7,500 0 0 7,500
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 155,000 0 0 155,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 121,000 0 0 121,000
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 500 0 0 500
Hire purchase balance 3,800 0 0 3,800
Credit card balance 3,500 0 0 3,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 26,200 0 0 26,200
Total Liabilities 128,800 0 0 128,800
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,500 0 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,500 0 0 3,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 589 0 0 589
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 5 0 0 5
Hire purchase repayments 167 0 0 167
Credit card payments 125 0 0 125
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 180 0 0 180
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 2,034 0 0 2,034
Total Expenditure 1,466 0 0 1,466
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