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 0 420,000 0 420,000
Car 18,000 0 0 18,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 16,000 0 16,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 23,000 436,000 0 459,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 240,000 0 240,000
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 16,000 0 0 16,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,000 196,000 0 203,000
Total Liabilities 16,000 240,000 0 256,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,793 2,200 0 3,993
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,793 2,200 0 3,993
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 1,100 0 1,100
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 250 0 0 250
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) 0 120 0 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 100 0 200
Total Monthly Income less Expenditure 1,443 880 0 2,323
Total Expenditure 350 1,320 0 1,670
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