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 0 300,000 300,000
Car 0 0 3,500 3,500
Savings (e.g. bank a/c, building society) 1,000 1,000 9,000 11,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 4,000 4,000
Investment Property 0 0 0 0
Total Assets 1,000 1,000 316,500 318,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 203,000 203,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 250 250
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 1,000 1,000 113,250 115,250
Total Liabilities 0 0 203,250 203,250
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 1,952 0 4,452
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 1,952 0 4,452
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 842 842
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 50 50
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 750 750
Total Monthly Income less Expenditure 2,500 1,952 -1,942 2,510
Total Expenditure 0 0 1,942 1,942
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