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 340,000 0 0 340,000
Car 26,000 0 0 26,000
Savings (e.g. bank a/c, building society) 29,000 0 0 29,000
Investments (e.g. ISA/unit trust/shares etc) 70,000 0 0 70,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 465,000 0 0 465,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 184,000 0 0 184,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 20,106 0 0 20,106
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,600 0 0 1,600
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 259,294 0 0 259,294
Total Liabilities 205,706 0 0 205,706
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 0 0 2,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 921 0 0 921
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) 300 0 0 300
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 0 0 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 379 0 0 379
Total Expenditure 2,121 0 0 2,121
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