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 300,000 0 0 300,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 305,000 0 0 305,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 58,405 0 0 58,405
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 24,000 0 0 24,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 222,595 0 0 222,595
Total Liabilities 82,405 0 0 82,405
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,750 0 0 2,750
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,750 0 0 2,750
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 315 0 0 315
Rental payments (if applicable) 745 0 0 745
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 800 0 0 800
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 70 0 0 70
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 0 0 100
Total Monthly Income less Expenditure 720 0 0 720
Total Expenditure 2,030 0 0 2,030
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