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 0 430,000 430,000
Car 16,000 5,000 0 21,000
Savings (e.g. bank a/c, building society) 3,000 1,000 0 4,000
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 19,000 6,000 430,000 455,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 222,000 222,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 134 0 0 134
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 1,800 0 0 1,800
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 17,066 6,000 208,000 231,066
Total Liabilities 1,934 0 222,000 223,934
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,200 3,400 0 4,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,200 3,400 0 4,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 748 748
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) 134 0 0 134
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 157 0 0 157
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 909 3,400 -1,448 2,861
Total Expenditure 291 0 1,448 1,739
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