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 280,000 0 0 280,000
Car 1,000 0 0 1,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 281,000 0 0 281,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 120,000 0 0 120,000
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 3,000 0 0 3,000
Hire purchase balance 0 0 0 0
Credit card balance 20,000 0 0 20,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 138,000 0 0 138,000
Total Liabilities 143,000 0 0 143,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,100 0 0 2,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,215 0 0 1,215
Total Income 3,315 0 0 3,315
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 615 0 0 615
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 100 0 0 100
Hire purchase repayments 0 0 0 0
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) 700 0 0 700
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 0 0 150
Total Monthly Income less Expenditure 1,150 0 0 1,150
Total Expenditure 2,165 0 0 2,165
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