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 0 475,000 475,000
Car 35,000 0 0 35,000
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 35,000 0 475,000 510,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 253,000 253,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 14,000 0 0 14,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,700 0 0 5,700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 15,300 0 222,000 237,300
Total Liabilities 19,700 0 253,000 272,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,500 2,400 0 6,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,500 2,400 0 6,900
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) 278 0 0 278
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 160 0 0 160
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 65 0 215
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 483 0 0 483
Total Monthly Income less Expenditure 3,429 2,335 -900 4,864
Total Expenditure 1,071 65 900 2,036
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