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 425,000 0 0 425,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 14,500 0 0 14,500
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 444,500 0 0 444,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 141,356 0 0 141,356
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 0 0 0 0
Credit card balance 209 0 0 209
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 302,935 0 0 302,935
Total Liabilities 141,565 0 0 141,565
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,200 0 0 2,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,200 0 0 2,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 964 0 0 964
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 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) 372 0 0 372
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 700 0 0 700
Total Monthly Income less Expenditure 114 0 0 114
Total Expenditure 2,086 0 0 2,086
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