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 22,000 0 0 22,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 11,650 0 0 11,650
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 33,650 0 850,000 883,650
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 403,000 403,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 12,000 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 17,000 0 0 17,000
Credit card balance 0 0 2,700 2,700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 16,650 0 432,300 448,950
Total Liabilities 17,000 0 417,700 434,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,700 2,000 0 3,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,700 2,000 0 3,700
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,300 1,300
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 0 166 166
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 323 0 0 323
Credit card payments 0 0 70 70
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 0 200 200
Total Monthly Income less Expenditure 1,377 2,000 -1,936 1,441
Total Expenditure 323 0 1,936 2,259
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