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 500,000 0 0 500,000
Car 60,000 0 0 60,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 200,000 0 0 200,000
Investment Property 0 0 0 0
Total Assets 765,000 0 0 765,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 365,661 0 0 365,661
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,655 0 0 12,655
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 52,531 0 0 52,531
Credit card balance 12,552 0 0 12,552
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 321,601 0 0 321,601
Total Liabilities 443,399 0 0 443,399
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,166 0 0 4,166
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,166 0 0 4,166
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,933 0 0 1,933
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 608 0 0 608
Credit card payments 308 0 0 308
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 346 0 0 346
Total Expenditure 3,820 0 0 3,820
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