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 0 300,000 300,000
Car 0 0 3,000 3,000
Savings (e.g. bank a/c, building society) 18,000 0 3,000 21,000
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 18,000 0 306,000 324,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 283,000 283,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 50 0 0 50
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 10,000 0 0 10,000
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,950 0 23,000 30,950
Total Liabilities 10,050 0 283,000 293,050
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 1,861 0 3,661
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 140 140
Total Income 1,800 1,861 140 3,801
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,060 1,060
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) 50 0 0 50
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) 50 30 375 455
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure 1,700 1,831 -2,095 1,436
Total Expenditure 100 30 2,235 2,365
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