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 0 0
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 6,800 6,800
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 6,800 6,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 135,000 0 135,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 4,000 0 4,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 15,300 0 15,300
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 -154,300 6,800 -147,500
Total Liabilities 0 154,300 0 154,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,700 0 2,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,000 0 0 1,000
Total Income 1,000 2,700 0 3,700
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 615 0 615
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 0 215 215
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 306 306
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) 0 120 0 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 1,000 0 1,000
Total Monthly Income less Expenditure 1,000 965 -521 1,444
Total Expenditure 0 1,735 521 2,256
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