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 230,000 0 0 230,000
Car 5,000 40,000 0 45,000
Savings (e.g. bank a/c, building society) 0 10,000 0 10,000
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 235,000 50,000 0 285,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 100,000 100,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,000 0 0 6,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 900 2,400 0 3,300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 228,100 47,600 -100,000 175,700
Total Liabilities 6,900 2,400 100,000 109,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 600 2,000 0 2,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 600 2,000 0 2,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 350 350
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 0 0 210
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 30 60 0 90
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 243 243
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 130 250 0 380
Total Monthly Income less Expenditure 230 1,690 -593 1,327
Total Expenditure 370 310 593 1,273
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