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 0 350,000 350,000
Car 0 0 40,000 40,000
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 0 405,000 405,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 83,774 83,774
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,008 0 0 10,008
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 1,801 0 0 1,801
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -11,809 0 321,226 309,417
Total Liabilities 11,809 0 83,774 95,583
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,400 2,000 0 4,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,400 2,000 0 4,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,063 1,063
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) 250 0 0 250
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 375 0 0 375
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 0 330 330
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure 1,775 2,000 -2,193 1,582
Total Expenditure 625 0 2,193 2,818
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