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 265,000 0 0 265,000
Car 22,000 0 0 22,000
Savings (e.g. bank a/c, building society) 20,000 0 0 20,000
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 307,000 0 0 307,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 168,000 0 0 168,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 20,000 0 0 20,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,000 0 0 3,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 116,000 0 0 116,000
Total Liabilities 191,000 0 0 191,000
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. 200 0 0 200
Total Income 5,200 0 0 5,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 827 0 0 827
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 540 0 0 540
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 60 0 0 60
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) 400 0 0 400
Total Monthly Income less Expenditure 3,123 0 0 3,123
Total Expenditure 2,077 0 0 2,077
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