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 0 550,000 550,000
Car 0 0 3,000 3,000
Savings (e.g. bank a/c, building society) 0 0 1,000 1,000
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 0 554,000 554,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 380,000 380,000
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 0 700 100 800
Hire purchase balance 0 0 1,500 1,500
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 0 -700 168,400 167,700
Total Liabilities 0 700 385,600 386,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 10,500 43,000 0 53,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 10,500 43,000 0 53,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,338 1,338
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 5 0 5
Hire purchase repayments 0 0 57 57
Credit card payments 130 0 0 130
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 83 0 0 83
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,213 1,213
Total Monthly Income less Expenditure 10,287 42,995 -2,758 50,524
Total Expenditure 213 5 2,758 2,976
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