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 0 625,000 625,000
Car 0 0 40,000 40,000
Savings (e.g. bank a/c, building society) 0 0 75,000 75,000
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 0 740,000 740,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 376,000 376,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 5,053 6,264 0 11,317
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 30,000 0 30,000
Credit card balance 650 620 0 1,270
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -5,703 -36,884 364,000 321,413
Total Liabilities 5,703 36,884 376,000 418,587
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,334 6,238 0 9,572
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,334 6,238 0 9,572
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,256 1,256
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) 180 262 0 442
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 501 0 501
Credit card payments 50 50 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 282 282
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 3,104 5,425 -2,138 6,391
Total Expenditure 230 813 2,138 3,181
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