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 600,000 0 0 600,000
Car 40,000 0 0 40,000
Savings (e.g. bank a/c, building society) 5,500 0 0 5,500
Investments (e.g. ISA/unit trust/shares etc) 1,500 0 0 1,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 647,000 0 0 647,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 375,400 0 0 375,400
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 16,000 0 0 16,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 44,174 0 0 44,174
Credit card balance 6,000 0 0 6,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 205,426 0 0 205,426
Total Liabilities 441,574 0 0 441,574
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,500 0 0 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,500 0 0 4,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,600 0 0 1,600
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) 312 0 0 312
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 584 0 0 584
Credit card payments 180 0 0 180
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 1,424 0 0 1,424
Total Expenditure 3,076 0 0 3,076
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