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 430,000 0 0 430,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
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 448,000 0 0 448,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 194,756 0 0 194,756
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 13,087 0 0 13,087
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 20,389 0 0 20,389
Unpaid income tax 0 0 0 0
Other liabilities 1,209 0 0 1,209
Total Assets less Liabilities 218,559 0 0 218,559
Total Liabilities 229,441 0 0 229,441
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,800 0 0 3,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 416 0 0 416
Total Income 4,216 0 0 4,216
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,060 0 0 1,060
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) 289 0 0 289
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 230 0 0 230
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 244 0 0 244
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,167 0 0 1,167
Total Monthly Income less Expenditure 1,226 0 0 1,226
Total Expenditure 2,990 0 0 2,990
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