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 9,000 0 0 9,000
Savings (e.g. bank a/c, building society) 0 0 100,000 100,000
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 9,000 0 500,000 509,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 320,000 320,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 8,000 0 0 8,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 700 0 0 700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 300 0 180,000 180,300
Total Liabilities 8,700 0 320,000 328,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,850 6,100 0 7,950
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,850 6,100 0 7,950
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,500 1,500
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) 230 0 0 230
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 20 0 0 20
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 400 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 250 250
Total Monthly Income less Expenditure 1,600 6,100 -2,150 5,550
Total Expenditure 250 0 2,150 2,400
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