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 0 500,000 500,000
Car 0 8,000 0 8,000
Savings (e.g. bank a/c, building society) 40,000 0 0 40,000
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 40,000 8,000 500,000 548,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 220,000 220,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,000 0 0 2,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 8,000 0 8,000
Credit card balance 500 0 0 500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 37,500 0 280,000 317,500
Total Liabilities 2,500 8,000 220,000 230,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,000 0 2,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 2,000 0 2,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 969 969
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) 81 0 0 81
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 220 0 220
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 0 250 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 200 200
Total Monthly Income less Expenditure -131 1,780 -1,419 230
Total Expenditure 131 220 1,419 1,770
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