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 0 625,000 625,000
Car 2,000 0 0 2,000
Savings (e.g. bank a/c, building society) 0 0 3,000 3,000
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 2,000 0 628,000 630,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 430,000 430,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,000 0 0 11,000
Ex-host debt 0 0 0 0
Utilised Overdraft 150 0 0 150
Hire purchase balance 0 0 0 0
Credit card balance 700 0 0 700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -9,850 0 198,000 188,150
Total Liabilities 11,850 0 430,000 441,850
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,086 0 0 2,086
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,086 0 0 2,086
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,192 1,192
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) 322 0 0 322
Ex-host debt 0 0 0 0
Overdraft payments 150 0 0 150
Hire purchase repayments 0 0 0 0
Credit card payments 200 0 0 200
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) 100 0 0 100
Total Monthly Income less Expenditure 1,314 0 -1,392 -78
Total Expenditure 772 0 1,392 2,164
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