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 0 0 425,000 425,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 7,500 0 0 7,500
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 7,500 0 425,000 432,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 322,000 322,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 12,345 0 0 12,345
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 5,865 0 0 5,865
Credit card balance 3,254 0 0 3,254
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -13,964 0 103,000 89,036
Total Liabilities 21,464 0 322,000 343,464
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 2,400 0 4,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,800 2,400 0 4,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,075 1,075
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) 250 0 0 250
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 147 0 0 147
Credit card payments 27 0 0 27
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 180 0 0 180
Utilities (Gas/water/Elec/phone/internet) 75 0 0 75
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 921 2,400 -1,075 2,246
Total Expenditure 879 0 1,075 1,954
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