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 82,000 0 82,000
Car 2,500 0 0 2,500
Savings (e.g. bank a/c, building society) 1,200 0 0 1,200
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 3,700 82,000 0 85,700
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 70,000 0 70,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 6,000 0 6,000
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 3,700 6,000 0 9,700
Total Liabilities 0 76,000 0 76,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 960 1,800 0 2,760
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 960 1,800 0 2,760
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 333 0 333
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 6,000 0 6,000
Ex-host debt 0 0 0 0
Overdraft payments 1 0 0 1
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) 0 150 0 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 118 0 318
Total Monthly Income less Expenditure 759 -4,801 0 -4,042
Total Expenditure 201 6,601 0 6,802
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