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 0 325,000 325,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 47,000 47,000
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 0 372,000 372,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 285,000 285,000
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 0 100 100
Hire purchase balance 2,680 0 0 2,680
Credit card balance 0 0 4,000 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,680 0 82,900 80,220
Total Liabilities 2,680 0 289,100 291,780
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,100 4,500 0 5,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,100 4,500 0 5,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 1,000 0 1,000
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 200 0 0 200
Credit card payments 100 200 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 300 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 500 0 900
Total Monthly Income less Expenditure 400 2,500 0 2,900
Total Expenditure 700 2,000 0 2,700
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