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 0 0
Savings (e.g. bank a/c, building society) 0 80,000 0 80,000
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 0 80,000 425,000 505,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 37,000 37,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 23,000 0 0 23,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 3,990 0 0 3,990
Credit card balance 6,500 0 0 6,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -33,490 80,000 388,000 434,510
Total Liabilities 33,490 0 37,000 70,490
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,952 1,200 0 3,152
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,952 1,200 0 3,152
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 220 220
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) 498 0 0 498
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 144 0 0 144
Credit card payments 140 0 0 140
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 230 230
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 550 550
Total Monthly Income less Expenditure 1,170 1,200 -1,000 1,370
Total Expenditure 782 0 1,000 1,782
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