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 750,000 220,000 0 970,000
Car 8,000 0 0 8,000
Savings (e.g. bank a/c, building society) 1,000,000 70,000 0 1,070,000
Investments (e.g. ISA/unit trust/shares etc) 40,000 40,000 0 80,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 1,798,000 330,000 0 2,128,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 348 0 0 348
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 699 0 0 699
Credit card balance 201 0 0 201
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 1,796,752 330,000 0 2,126,752
Total Liabilities 1,248 0 0 1,248
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 3,000 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 3,000 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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) 171 0 0 171
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 15 0 0 15
Credit card payments 941 0 0 941
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 400 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 373 2,600 0 2,973
Total Expenditure 1,627 400 0 2,027
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