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 600,000 0 0 600,000
Car 50,000 0 0 50,000
Savings (e.g. bank a/c, building society) 15,500 0 0 15,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 14,500 0 0 14,500
Investment Property 0 0 0 0
Total Assets 680,000 0 0 680,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 305,899 0 0 305,899
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 347 0 0 347
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 41,095 0 0 41,095
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 500 0 0 500
Total Assets less Liabilities 332,159 0 0 332,159
Total Liabilities 347,841 0 0 347,841
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,111 0 0 1,111
Total Income 5,111 0 0 5,111
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 2,126 0 0 2,126
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) 80 0 0 80
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 732 0 0 732
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) 397 0 0 397
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 640 0 0 640
Total Monthly Income less Expenditure 1,136 0 0 1,136
Total Expenditure 3,975 0 0 3,975
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