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 0 195,000 195,000
Car 0 0 3,000 3,000
Savings (e.g. bank a/c, building society) 750 0 2,000 2,750
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 750 0 200,000 200,750
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 125,000 125,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 1,000 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 190 190
Total Assets less Liabilities 750 0 73,810 74,560
Total Liabilities 0 0 126,190 126,190
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,032 1,500 0 3,532
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,032 1,500 0 3,532
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,079 1,079
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 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 135 135
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 210 210
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 2,032 1,500 -2,024 1,508
Total Expenditure 0 0 2,024 2,024
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