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 0 300,000 300,000
Car 10,000 6,500 0 16,500
Savings (e.g. bank a/c, building society) 27,800 3,000 0 30,800
Investments (e.g. ISA/unit trust/shares etc) 20,300 0 0 20,300
Other Assets 800,000 200,000 0 1,000,000
Investment Property 0 0 0 0
Total Assets 858,100 209,500 300,000 1,367,600
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 171,000 171,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 25,000 6,000 0 31,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 18,000 0 0 18,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 815,100 203,500 129,000 1,147,600
Total Liabilities 43,000 6,000 171,000 220,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 1,200 0 1,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 1,200 0 1,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 356 356
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) 530 160 0 690
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 220 0 0 220
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 340 340
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 200 200
Total Monthly Income less Expenditure -750 1,040 -896 -606
Total Expenditure 750 160 896 1,806
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