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 220,000 0 0 220,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 235,000 0 0 235,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 118,000 0 0 118,000
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 13,000 0 0 13,000
Credit card balance 13,000 0 0 13,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 91,000 0 0 91,000
Total Liabilities 144,000 0 0 144,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 0 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 700 0 0 700
Total Income 3,700 0 0 3,700
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 370 0 0 370
Rental payments (if applicable) 500 0 0 500
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 285 0 0 285
Credit card payments 600 0 0 600
HMRC payments (unpaid only) 300 0 0 300
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 800 0 0 800
Total Monthly Income less Expenditure 645 0 0 645
Total Expenditure 3,055 0 0 3,055
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