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 0 400,000 400,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
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 4,000 0 400,000 404,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 133,500 133,500
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,710 0 0 2,710
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 10,800 0 0 10,800
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -9,510 0 266,500 256,990
Total Liabilities 13,510 0 133,500 147,010
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,300 2,500 0 4,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,300 2,500 0 4,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 501 501
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) 193 0 0 193
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 700 700
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 1,857 2,500 -1,501 2,856
Total Expenditure 443 0 1,501 1,944
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