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 154,000 0 0 154,000
Car 3,000 0 0 3,000
Savings (e.g. bank a/c, building society) 4,500 0 0 4,500
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 161,500 0 0 161,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 90,000 0 0 90,000
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 1,555 0 0 1,555
Unpaid income tax 0 0 0 0
Other liabilities 181 0 0 181
Total Assets less Liabilities 69,764 0 0 69,764
Total Liabilities 91,736 0 0 91,736
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,016 0 0 2,016
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 172 0 0 172
Total Income 2,188 0 0 2,188
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 510 0 0 510
Rental payments (if applicable) 516 0 0 516
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 25 0 0 25
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 175 0 0 175
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 0 0 150
Total Monthly Income less Expenditure 812 0 0 812
Total Expenditure 1,376 0 0 1,376
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