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 650,000 0 0 650,000
Car 45,000 0 0 45,000
Savings (e.g. bank a/c, building society) 25,000 0 0 25,000
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 720,000 0 0 720,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 350,000 0 0 350,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 17,000 0 0 17,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 38,000 0 0 38,000
Credit card balance 17,000 0 0 17,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 298,000 0 0 298,000
Total Liabilities 422,000 0 0 422,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 6,000 0 0 6,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 6,000 0 0 6,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,450 0 0 1,450
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) 750 0 0 750
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 680 0 0 680
Credit card payments 600 0 0 600
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 430 0 0 430
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 1,690 0 0 1,690
Total Expenditure 4,310 0 0 4,310
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