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 15,000 6,000 0 21,000
Savings (e.g. bank a/c, building society) 100,000 15,000 0 115,000
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 115,000 21,000 350,000 486,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 202,284 202,284
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
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 155 0 0 155
Other liabilities 0 0 0 0
Total Assets less Liabilities 114,845 21,000 147,716 283,562
Total Liabilities 155 0 202,284 202,438
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,100 0 2,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 2,100 0 2,100
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 732 732
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 0 0 0
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) 0 0 110 110
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 50 150 0 200
Total Monthly Income less Expenditure -50 1,950 -842 1,058
Total Expenditure 50 150 842 1,042
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