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 0 600,000 0 600,000
Car 0 70,000 0 70,000
Savings (e.g. bank a/c, building society) 0 6,000 0 6,000
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 0 676,000 0 676,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 196,000 0 196,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 24,500 0 0 24,500
Ex-host debt 0 0 0 0
Utilised Overdraft 850 0 0 850
Hire purchase balance 15,000 0 0 15,000
Credit card balance 1,650 0 0 1,650
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -42,000 480,000 0 438,000
Total Liabilities 42,000 196,000 0 238,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 1,000 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 1,000 0 3,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 500 0 500
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) 595 0 0 595
Ex-host debt 0 0 0 0
Overdraft payments 15 0 0 15
Hire purchase repayments 465 0 0 465
Credit card payments 70 0 0 70
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 300 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 855 200 0 1,055
Total Expenditure 1,645 800 0 2,445
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