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 430,000 0 0 430,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 500 0 0 500
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 445,500 0 0 445,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 108,000 0 0 108,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,000 0 0 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 17,000 0 0 17,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 308,500 0 0 308,500
Total Liabilities 137,000 0 0 137,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,940 0 0 1,940
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,940 0 0 1,940
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 325 0 0 325
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) 320 0 0 320
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 270 0 0 270
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) 250 0 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 70 0 0 70
Total Monthly Income less Expenditure 705 0 0 705
Total Expenditure 1,235 0 0 1,235
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