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 0 500,000 500,000
Car 0 0 20,000 20,000
Savings (e.g. bank a/c, building society) 0 0 10,400 10,400
Investments (e.g. ISA/unit trust/shares etc) 7,000 0 0 7,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 7,000 0 530,400 537,400
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 354,082 354,082
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,307 0 0 10,307
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 20,082 0 0 20,082
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -23,389 0 176,318 152,929
Total Liabilities 30,389 0 354,082 384,471
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,500 1,920 0 3,420
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,500 1,920 0 3,420
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,240 1,240
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) 271 0 0 271
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 309 0 0 309
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 0 238 238
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 417 417
Total Monthly Income less Expenditure 920 1,920 -1,895 944
Total Expenditure 580 0 1,895 2,476
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