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 0 460,000 460,000
Car 0 0 18,000 18,000
Savings (e.g. bank a/c, building society) 0 0 95,000 95,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 175,000 175,000
Total Assets 0 0 748,000 748,000
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) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,700 2,900 0 5,600
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,700 -2,900 748,000 742,400
Total Liabilities 2,700 2,900 0 5,600
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 1,550 0 4,550
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 620 0 620
Total Income 3,000 2,170 0 5,170
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 25 25 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 310 310
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 900 900
Total Monthly Income less Expenditure 2,975 2,145 -1,210 3,910
Total Expenditure 25 25 1,210 1,260
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