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 370,000 0 0 370,000
Car 24,000 0 0 24,000
Savings (e.g. bank a/c, building society) 1,500 0 0 1,500
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 395,500 0 0 395,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 124,000 0 0 124,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,000 0 0 11,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 16,674 0 0 16,674
Credit card balance 2,200 0 0 2,200
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 241,626 0 0 241,626
Total Liabilities 153,874 0 0 153,874
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 0 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 0 0 3,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 518 0 0 518
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) 246 0 0 246
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 289 0 0 289
Credit card payments 66 0 0 66
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 0 0 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 90 0 0 90
Total Monthly Income less Expenditure 1,691 0 0 1,691
Total Expenditure 1,309 0 0 1,309
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