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 0 0 5,000 5,000
Savings (e.g. bank a/c, building society) 0 0 15,000 15,000
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 0 520,000 520,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 415,902 415,902
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 0 700 0 700
Hire purchase balance 0 0 3,000 3,000
Credit card balance 200 0 0 200
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -200 -700 101,098 100,198
Total Liabilities 200 700 418,902 419,802
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,533 3,533 0 5,067
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 1,680 0 1,680
Total Income 1,533 5,213 0 6,747
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,339 1,339
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 5 0 5
Hire purchase repayments 0 0 57 57
Credit card payments 5 0 0 5
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 126 0 0 126
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,213 1,213
Total Monthly Income less Expenditure 1,402 5,208 -2,759 3,852
Total Expenditure 131 5 2,759 2,895
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