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 240,000 0 0 240,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 25,500 0 0 25,500
Investments (e.g. ISA/unit trust/shares etc) 12,000 0 0 12,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 277,500 0 0 277,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 545 0 0 545
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 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 276,955 0 0 276,955
Total Liabilities 545 0 0 545
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,900 0 0 1,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 625 0 0 625
Total Income 2,525 0 0 2,525
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 166 0 0 166
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 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) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 1,659 0 0 1,659
Total Expenditure 866 0 0 866
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