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 0 850,000 850,000
Car 4,000 0 0 4,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 3,000 0 0 3,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 12,000 0 850,000 862,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 442,390 442,390
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 13,616 0 0 13,616
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 10,621 0 0 10,621
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -12,237 0 407,610 395,373
Total Liabilities 24,237 0 442,390 466,627
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 4,500 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 0 4,500 4,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,479 1,479
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) 239 0 0 239
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 311 0 0 311
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 420 420
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 620 620
Total Monthly Income less Expenditure -550 0 1,981 1,431
Total Expenditure 550 0 2,519 3,069
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