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 0 240,000 240,000
Car 0 16,000 0 16,000
Savings (e.g. bank a/c, building society) 0 0 47,000 47,000
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 0 16,000 287,000 303,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 129,000 129,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 8,000 0 8,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 800 500 0 1,300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -800 7,500 158,000 164,700
Total Liabilities 800 8,500 129,000 138,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,470 2,293 0 4,763
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,470 2,293 0 4,763
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 643 643
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) 0 332 0 332
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 50 15 0 65
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 185 185
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 600 0 600
Total Monthly Income less Expenditure 2,420 1,346 -828 2,938
Total Expenditure 50 947 828 1,825
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