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 0 425,000 425,000
Car 0 0 20,000 20,000
Savings (e.g. bank a/c, building society) 0 0 46,000 46,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 2,000 2,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 493,000 493,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 276,308 276,308
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 17,284 17,284
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 8,173 8,173
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 0 191,235 191,235
Total Liabilities 0 0 301,765 301,765
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 32,000 0 32,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 97,000 0 0 97,000
Total Income 97,000 32,000 0 129,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,324 1,324
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) 560 200 0 760
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 1,000 0 0 1,000
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 250 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 95,440 31,800 -1,874 125,366
Total Expenditure 1,560 200 1,874 3,634
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