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 150,000 0 0 150,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 17,000 0 0 17,000
Investments (e.g. ISA/unit trust/shares etc) 50,000 0 0 50,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 217,000 0 0 217,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,441 0 0 2,441
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 244 0 0 244
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 214,315 0 0 214,315
Total Liabilities 2,685 0 0 2,685
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,750 0 0 3,750
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,750 0 0 3,750
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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) 301 0 0 301
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 10 0 0 10
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 79 0 0 79
Utilities (Gas/water/Elec/phone/internet) 100 0 0 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 2,960 0 0 2,960
Total Expenditure 790 0 0 790
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