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 0 420,000 420,000
Car 0 48,000 0 48,000
Savings (e.g. bank a/c, building society) 0 0 4,500 4,500
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 48,000 424,500 472,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 267,000 267,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 48,000 0 48,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,400 0 0 3,400
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -3,400 0 157,500 154,100
Total Liabilities 3,400 48,000 267,000 318,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 770 3,900 0 4,670
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 770 3,900 0 4,670
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 867 867
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) 0 749 0 749
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 80 0 0 80
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 320 320
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 690 3,151 -1,687 2,154
Total Expenditure 80 749 1,687 2,516
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