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 0 200,000 200,000
Car 0 0 3,500 3,500
Savings (e.g. bank a/c, building society) 0 0 0 0
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 0 203,500 203,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 110,000 110,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 25,000 0 0 25,000
Ex-host debt 0 0 0 0
Utilised Overdraft 4,000 0 0 4,000
Hire purchase balance 0 0 0 0
Credit card balance 20,000 0 0 20,000
Unpaid income tax 824 0 0 824
Other liabilities 0 0 0 0
Total Assets less Liabilities -49,824 0 93,500 43,676
Total Liabilities 49,824 0 110,000 159,824
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 16,000 0 0 16,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 16,000 0 0 16,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 310 0 310
Rental payments (if applicable) 750 0 0 750
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 20 0 0 20
Ex-host debt 0 0 0 0
Overdraft payments 80 0 0 80
Hire purchase repayments 0 0 0 0
Credit card payments 40 0 0 40
HMRC payments (unpaid only) 50 0 0 50
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 120 0 0 120
Total Monthly Income less Expenditure 14,740 -310 0 14,430
Total Expenditure 1,260 310 0 1,570
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