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 0 220,000 220,000
Car 19,000 15,000 0 34,000
Savings (e.g. bank a/c, building society) 3,000 1,500 500 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 11,000 5,000 1,000 17,000
Investment Property 0 0 0 0
Total Assets 33,000 21,500 221,500 276,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 163,245 163,245
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 40,000 40,000
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 7,000 0 7,000
Credit card balance 835 0 0 835
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 32,165 14,500 18,255 64,920
Total Liabilities 835 7,000 203,245 211,080
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,000 0 2,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 2,000 0 2,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 556 556
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 1 1
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 150 0 150
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 350 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 150 100 400
Total Monthly Income less Expenditure -350 1,700 -1,007 343
Total Expenditure 350 300 1,007 1,657
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