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 0 500,000 500,000
Car 5,940 860 0 6,800
Savings (e.g. bank a/c, building society) 0 0 3,148 3,148
Investments (e.g. ISA/unit trust/shares etc) 0 0 4,500 4,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 5,940 860 507,648 514,448
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 295,657 295,657
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 4,505 0 0 4,505
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 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 1,435 860 211,991 214,286
Total Liabilities 4,505 0 295,657 300,162
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,191 1,969 0 4,160
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 140 0 0 140
Total Income 2,331 1,969 0 4,300
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,063 1,063
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) 167 0 0 167
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 0 555 555
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,291 1,291
Total Monthly Income less Expenditure 2,164 1,969 -2,909 1,224
Total Expenditure 167 0 2,909 3,076
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