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 0 325,000 325,000
Car 11,000 0 0 11,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 11,000 0 325,000 336,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 180,000 180,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 2,279 2,279
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,500 0 0 2,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 8,500 0 142,721 151,221
Total Liabilities 2,500 0 182,279 184,779
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 2,245 0 3,245
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,000 2,245 0 3,245
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 840 840
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 0 189 189
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 75 0 0 75
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 475 475
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 250 250
Total Monthly Income less Expenditure 925 2,245 -1,754 1,416
Total Expenditure 75 0 1,754 1,829
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