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 0 350,000 350,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 25,000 25,000
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 0 375,000 375,000
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) 22,000 0 0 22,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,500 0 0 3,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -25,500 0 275,000 249,500
Total Liabilities 25,500 0 100,000 125,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,325 2,800 0 7,125
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,325 2,800 0 7,125
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 83 83
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) 380 0 0 380
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 35 0 0 35
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 145 145
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 750 750
Total Monthly Income less Expenditure 3,910 2,800 -978 5,732
Total Expenditure 415 0 978 1,393
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