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 0 371,500 371,500
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 20,000 0 371,500 391,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 288,999 288,999
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 4,000 0 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 16,000 0 82,501 98,501
Total Liabilities 4,000 0 288,999 292,999
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,500 3,000 0 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 192 0 192
Total Income 1,500 3,192 0 4,692
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,001 1,001
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 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 1,350 3,192 -1,901 2,641
Total Expenditure 150 0 1,901 2,051
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