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 285,000 0 0 285,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 15,000 0 0 15,000
Investments (e.g. ISA/unit trust/shares etc) 1,628 0 0 1,628
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 326,628 0 0 326,628
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,553 0 0 11,553
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,229 0 0 2,229
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 312,846 0 0 312,846
Total Liabilities 13,782 0 0 13,782
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,500 0 0 5,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,500 0 0 5,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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) 300 0 0 300
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 450 0 0 450
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 4,050 0 0 4,050
Total Expenditure 1,450 0 0 1,450
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