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 225,000 0 0 225,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 45,000 0 0 45,000
Investments (e.g. ISA/unit trust/shares etc) 1,500 0 0 1,500
Other Assets 175,000 0 0 175,000
Investment Property 0 0 0 0
Total Assets 451,500 0 0 451,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 74,852 0 0 74,852
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,835 0 0 6,835
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,458 0 0 5,458
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 364,355 0 0 364,355
Total Liabilities 87,145 0 0 87,145
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,716 0 0 2,716
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,716 0 0 2,716
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 423 0 0 423
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) 194 0 0 194
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 410 0 0 410
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 800 0 0 800
Total Monthly Income less Expenditure 689 0 0 689
Total Expenditure 2,027 0 0 2,027
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