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 0 600,000 600,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 3,000 3,000
Investments (e.g. ISA/unit trust/shares etc) 6,000 0 0 6,000
Other Assets 171,000 0 0 171,000
Investment Property 0 0 0 0
Total Assets 177,000 0 603,000 780,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 181,896 181,896
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 27,555 0 0 27,555
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 23,376 0 0 23,376
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 126,069 0 421,104 547,173
Total Liabilities 50,931 0 181,896 232,827
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 2,500 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 2,500 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,198 1,198
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) 624 0 0 624
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 731 0 0 731
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 900 900
Total Monthly Income less Expenditure 1,145 2,500 -2,098 1,547
Total Expenditure 1,355 0 2,098 3,453
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