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 230,000 0 0 230,000
Car 12,000 0 0 12,000
Savings (e.g. bank a/c, building society) 30,000 0 0 30,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 40,000 0 0 40,000
Total Assets 312,000 0 0 312,000
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 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,403 0 0 1,403
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 190,597 0 0 190,597
Total Liabilities 121,403 0 0 121,403
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,267 0 0 2,267
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 161 0 0 161
Total Income 2,428 0 0 2,428
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 431 0 0 431
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) 363 0 0 363
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 766 0 0 766
Total Monthly Income less Expenditure 868 0 0 868
Total Expenditure 1,560 0 0 1,560
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