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 0 510,000 510,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 9,500 0 0 9,500
Investments (e.g. ISA/unit trust/shares etc) 19,000 0 0 19,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 28,500 0 510,000 538,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 198,000 198,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,000 0 0 11,000
Ex-host debt 0 0 0 0
Utilised Overdraft 1,000 0 0 1,000
Hire purchase balance 0 0 0 0
Credit card balance 36,000 0 0 36,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -19,500 0 312,000 292,500
Total Liabilities 48,000 0 198,000 246,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,737 0 0 1,737
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 791 0 0 791
Total Income 2,528 0 0 2,528
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 463 0 0 463
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) 187 0 0 187
Ex-host debt 0 0 0 0
Overdraft payments 35 0 0 35
Hire purchase repayments 0 0 0 0
Credit card payments 350 0 0 350
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 310 0 0 310
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 683 0 0 683
Total Expenditure 1,845 0 0 1,845
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