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 0 350,000 350,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 52,000 4,000 0 56,000
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 52,000 4,000 350,000 406,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 152,000 152,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 27,451 8,500 0 35,951
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 24,549 -4,500 198,000 218,049
Total Liabilities 27,451 8,500 152,000 187,951
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,319 2,602 0 4,920
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,319 2,602 0 4,920
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 525 525
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) 334 175 0 509
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
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 0 236 236
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 700 0 0 700
Total Monthly Income less Expenditure 1,285 2,427 -761 2,951
Total Expenditure 1,034 175 761 1,970
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