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 315,000 0 0 315,000
Car 20,000 0 0 20,000
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 0 0 0 0
Investment Property 0 0 0 0
Total Assets 360,000 0 0 360,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 135,569 0 0 135,569
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,397 0 0 7,397
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 7,470 0 0 7,470
Unpaid income tax 0 0 0 0
Other liabilities 1,201 0 0 1,201
Total Assets less Liabilities 208,363 0 0 208,363
Total Liabilities 151,637 0 0 151,637
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,500 0 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,500 0 0 3,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 720 0 0 720
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) 171 0 0 171
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 400 0 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 1,609 0 0 1,609
Total Expenditure 1,891 0 0 1,891
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