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 0 120,000 120,000
Car 1,500 3,000 0 4,500
Savings (e.g. bank a/c, building society) 5,500 0 0 5,500
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 7,000 3,000 120,000 130,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 91,500 91,500
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,000 0 0 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -5,000 3,000 28,500 26,500
Total Liabilities 12,000 0 91,500 103,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 1,850 0 1,850
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 1,850 0 1,850
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 410 410
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) 210 248 0 458
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 400 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure -210 1,602 -1,210 182
Total Expenditure 210 248 1,210 1,668
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