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 410,000 0 0 410,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
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 432,000 0 0 432,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 82,475 0 0 82,475
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 25,912 0 0 25,912
Credit card balance 10,965 0 0 10,965
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 312,648 0 0 312,648
Total Liabilities 119,352 0 0 119,352
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,250 0 0 7,250
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 333 0 0 333
Total Income 7,583 0 0 7,583
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 564 0 0 564
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 445 0 0 445
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 50 0 100 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 85 0 0 85
Total Monthly Income less Expenditure 6,189 0 -100 6,089
Total Expenditure 1,394 0 100 1,494
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