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 0 750,000 750,000
Car 1,000 3,000 0 4,000
Savings (e.g. bank a/c, building society) 0 0 300,000 300,000
Investments (e.g. ISA/unit trust/shares etc) 90,000 90,000 0 180,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 91,000 93,000 1,050,000 1,234,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
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 94 0 0 94
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 90,906 93,000 1,050,000 1,233,906
Total Liabilities 94 0 0 94
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 3,500 0 6,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 3,500 0 6,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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 94 0 0 94
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 212 212
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,200 1,200
Total Monthly Income less Expenditure 2,406 3,500 -1,412 4,494
Total Expenditure 94 0 1,412 1,506
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