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 0 350,000 350,000
Car 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 0 0 1,000 1,000
Investments (e.g. ISA/unit trust/shares etc) 300 500 0 800
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 10,300 500 351,000 361,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 250,000 250,000
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 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 1,000 0 1,000
Total Assets less Liabilities 10,300 -500 101,000 110,800
Total Liabilities 0 1,000 250,000 251,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,700 2,200 0 3,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,700 2,200 0 3,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 877 877
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) 0 120 0 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 180 0 180
Total Monthly Income less Expenditure 1,700 1,900 -877 2,723
Total Expenditure 0 300 877 1,177
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