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 475,000 0 0 475,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 30,000 0 0 30,000
Investments (e.g. ISA/unit trust/shares etc) 10,000 0 0 10,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 540,000 0 0 540,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 320,000 0 0 320,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,000 0 0 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 15,000 0 0 15,000
Credit card balance 12,000 0 0 12,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 181,000 0 0 181,000
Total Liabilities 359,000 0 0 359,000
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. 1,925 0 0 1,925
Total Income 5,925 0 0 5,925
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,414 0 0 1,414
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) 280 0 0 280
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 280 0 0 280
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) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 120 0 0 120
Total Monthly Income less Expenditure 3,381 0 0 3,381
Total Expenditure 2,544 0 0 2,544
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