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 220,000 0 0 220,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 27,000 0 0 27,000
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 247,000 0 0 247,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 135,090 0 0 135,090
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 467 0 0 467
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 9,022 0 0 9,022
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 102,421 0 0 102,421
Total Liabilities 144,579 0 0 144,579
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,979 0 0 2,979
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 98 0 0 98
Total Income 3,077 0 0 3,077
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 944 0 0 944
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) 31 0 0 31
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 273 0 0 273
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) 178 0 0 178
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 465 0 0 465
Total Monthly Income less Expenditure 1,185 0 0 1,185
Total Expenditure 1,892 0 0 1,892
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