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 200,000 0 0 200,000
Car 24,000 0 0 24,000
Savings (e.g. bank a/c, building society) 30,000 0 0 30,000
Investments (e.g. ISA/unit trust/shares etc) 10,000 0 0 10,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 264,000 0 0 264,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 137,508 0 0 137,508
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,735 0 0 2,735
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 23,835 0 0 23,835
Credit card balance 8 0 0 8
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 99,914 0 0 99,914
Total Liabilities 164,086 0 0 164,086
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,083 0 0 7,083
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 7,083 0 0 7,083
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 730 0 0 730
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 113 0 0 113
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 359 0 0 359
Credit card payments 8 0 0 8
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 350 0 0 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 0 0 150
Total Monthly Income less Expenditure 5,373 0 0 5,373
Total Expenditure 1,710 0 0 1,710
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