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 0 400,000 400,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 25,000 25,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 150,000 150,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 575,000 575,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 70,000 70,000
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 300 0 0 300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -300 0 505,000 504,700
Total Liabilities 300 0 70,000 70,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 5,417 0 5,417
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 5,417 0 5,417
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 470 470
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 27 0 0 27
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 530 530
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 1,000 0 1,000
Total Monthly Income less Expenditure -27 4,417 -1,000 3,390
Total Expenditure 27 1,000 1,000 2,027
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