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 0 650,000 650,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 25,000 0 0 25,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 10,000 0 0 10,000
Investment Property 0 0 0 0
Total Assets 35,000 0 650,000 685,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 318,779 318,779
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 22,237 22,237
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 35,000 0 308,984 343,984
Total Liabilities 0 0 341,016 341,016
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,696 0 2,696
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 3,000 0 170 3,170
Total Income 3,000 2,696 170 5,866
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,827 1,827
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 0 527 527
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
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 0 550 550
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 250 250
Total Monthly Income less Expenditure 3,000 2,696 -2,984 2,712
Total Expenditure 0 0 3,154 3,154
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