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) 7,000 0 0 7,000
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 237,000 0 0 237,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 85,100 0 0 85,100
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 18,955 0 0 18,955
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,850 0 0 1,850
Unpaid income tax 0 0 0 0
Other liabilities 2,099 0 0 2,099
Total Assets less Liabilities 128,996 0 0 128,996
Total Liabilities 108,004 0 0 108,004
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 200 0 0 200
Total Income 4,200 0 0 4,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 330 0 0 330
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) 263 0 0 263
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 230 0 0 230
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 55 0 0 55
Total Monthly Income less Expenditure 3,272 0 0 3,272
Total Expenditure 928 0 0 928
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