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 385,000 0 0 385,000
Car 32,000 0 0 32,000
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 20,000 0 0 20,000
Investment Property 0 0 0 0
Total Assets 437,000 0 0 437,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 228,841 0 0 228,841
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 25,652 0 0 25,652
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 49,485 0 0 49,485
Credit card balance 11,500 0 0 11,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 121,522 0 0 121,522
Total Liabilities 315,478 0 0 315,478
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 48,000 0 0 48,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 14,000 0 0 14,000
Total Income 62,000 0 0 62,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 850 0 0 850
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) 361 0 0 361
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 375 0 0 375
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 250 0 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 700 0 0 700
Total Monthly Income less Expenditure 59,464 0 0 59,464
Total Expenditure 2,536 0 0 2,536
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