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 0 147,500 147,500
Car 2,635 0 0 2,635
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
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 6,635 0 147,500 154,135
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 132,750 132,750
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 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 6,635 0 14,750 21,385
Total Liabilities 0 0 132,750 132,750
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 690 2,500 0 3,190
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 690 2,500 0 3,190
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 699 699
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 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 290 290
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 203 0 0 203
Total Monthly Income less Expenditure 487 2,500 -989 1,998
Total Expenditure 203 0 989 1,192
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