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 0 975,000 0 975,000
Car 0 35,000 0 35,000
Savings (e.g. bank a/c, building society) 0 50,000 0 50,000
Investments (e.g. ISA/unit trust/shares etc) 16,000 0 0 16,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 16,000 1,060,000 0 1,076,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 281,000 0 281,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 548 0 0 548
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 16,726 0 16,726
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 15,452 762,274 0 777,726
Total Liabilities 548 297,726 0 298,274
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 5,600 0 7,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 5,600 0 7,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 985 0 985
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) 25 0 0 25
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 292 0 292
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) 0 500 0 500
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 300 0 300
Total Monthly Income less Expenditure 1,975 3,523 0 5,498
Total Expenditure 25 2,077 0 2,102
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