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 80,000 0 0 80,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
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 103,000 0 0 103,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 67,000 0 0 67,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,700 0 0 12,700
Ex-host debt 0 0 0 0
Utilised Overdraft 50 0 0 50
Hire purchase balance 0 0 0 0
Credit card balance 4,500 0 0 4,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 18,750 0 0 18,750
Total Liabilities 84,250 0 0 84,250
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,200 700 0 2,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,200 700 0 2,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 320 0 0 320
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) 272 0 0 272
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 300 0 0 300
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) 600 0 0 600
Total Monthly Income less Expenditure 528 700 0 1,228
Total Expenditure 1,672 0 0 1,672
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