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 0 215,000 215,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 11,000 0 0 11,000
Investments (e.g. ISA/unit trust/shares etc) 6,500 0 0 6,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 22,500 0 215,000 237,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 139,000 139,000
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 22,200 0 76,000 98,200
Total Liabilities 300 0 139,000 139,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 500 1,400 0 1,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 500 1,400 0 1,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 550 550
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 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 100 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 180 180
Total Monthly Income less Expenditure 450 1,400 -830 1,020
Total Expenditure 50 0 830 880
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