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 0 330,000 330,000
Car 0 45,000 0 45,000
Savings (e.g. bank a/c, building society) 0 25,000 0 25,000
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 70,000 330,000 400,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 200,000 200,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 2,500 0 2,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 39,000 0 39,000
Credit card balance 0 4,500 0 4,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 24,000 130,000 154,000
Total Liabilities 0 46,000 200,000 246,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 2,000 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 2,000 0 4,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 800 800
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) 0 511 0 511
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 522 0 522
Credit card payments 0 125 0 125
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 221 0 221
Utilities (Gas/water/Elec/phone/internet) 0 450 0 450
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 2,000 171 -1,200 971
Total Expenditure 0 1,829 1,200 3,029
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