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 0 850,000 850,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 32,000 0 2,000 34,000
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 32,000 0 852,000 884,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 351,000 351,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,000 0 0 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 30,000 0 0 30,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -10,000 0 501,000 491,000
Total Liabilities 42,000 0 351,000 393,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,000 1,000 0 6,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,000 1,000 0 6,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,500 1,500
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 0 500 500
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 686 686
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 0 120 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,250 1,250
Total Monthly Income less Expenditure 5,000 1,000 -4,056 1,944
Total Expenditure 0 0 4,056 4,056
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