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 150,000 0 0 150,000
Car 24,000 0 0 24,000
Savings (e.g. bank a/c, building society) 200,000 0 0 200,000
Investments (e.g. ISA/unit trust/shares etc) 40,000 0 0 40,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 414,000 0 0 414,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 300,000 0 0 300,000
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 20,000 0 0 20,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 94,000 0 0 94,000
Total Liabilities 320,000 0 0 320,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,000 0 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 3,338 0 0 3,338
Total Income 8,338 0 0 8,338
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 2,433 0 0 2,433
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 276 0 0 276
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) 180 0 0 180
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 5,449 0 0 5,449
Total Expenditure 2,889 0 0 2,889
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