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 145,000 0 0 145,000
Car 6,000 0 0 6,000
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
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 153,000 0 0 153,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 66,500 0 0 66,500
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 800 0 0 800
Credit card balance 1,900 0 0 1,900
Unpaid income tax 5,000 0 0 5,000
Other liabilities 0 0 0 0
Total Assets less Liabilities 78,800 0 0 78,800
Total Liabilities 74,200 0 0 74,200
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 200 0 0 200
Total Income 4,200 0 0 4,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 400 0 0 400
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 200 0 0 200
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 190 0 0 190
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 300 0 0 300
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 2,110 0 0 2,110
Total Expenditure 2,090 0 0 2,090
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