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 0 435,000 435,000
Car 3,000 1,000 0 4,000
Savings (e.g. bank a/c, building society) 15,000 0 0 15,000
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 1,000 435,000 454,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 253,000 253,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,804 0 0 1,804
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 700 0 700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 16,196 300 182,000 198,496
Total Liabilities 1,804 700 253,000 255,504
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 1,450 0 4,450
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 1,450 0 4,450
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,239 1,239
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) 169 0 0 169
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 50 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 195 195
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 950 950
Total Monthly Income less Expenditure 2,831 1,400 -2,384 1,847
Total Expenditure 169 50 2,384 2,603
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