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 0 470,000 470,000
Car 0 0 80,000 80,000
Savings (e.g. bank a/c, building society) 2,000 8,000 0 10,000
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 2,000 8,000 550,000 560,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 260,000 260,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 20,000 0 0 20,000
Ex-host debt 0 0 0 0
Utilised Overdraft 1,000 0 0 1,000
Hire purchase balance 0 30,000 0 30,000
Credit card balance 10,000 0 0 10,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -29,000 -22,000 290,000 239,000
Total Liabilities 31,000 30,000 260,000 321,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 3,500 0 6,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 3,500 0 6,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 900 900
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) 300 0 0 300
Ex-host debt 0 0 0 0
Overdraft payments 35 0 0 35
Hire purchase repayments 0 400 0 400
Credit card payments 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 35 35 300 370
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 150 300 600
Total Monthly Income less Expenditure 1,980 2,915 -1,500 3,395
Total Expenditure 1,020 585 1,500 3,105
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