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 0 330,000 330,000
Car 30,000 0 0 30,000
Savings (e.g. bank a/c, building society) 2,500 0 0 2,500
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 32,500 0 330,000 362,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 185,000 185,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,000 0 0 7,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 28,000 0 0 28,000
Credit card balance 2,000 0 0 2,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -4,500 0 145,000 140,500
Total Liabilities 37,000 0 185,000 222,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 4,000 0 5,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,800 4,000 0 5,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 700 0 700
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) 199 0 0 199
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 460 0 0 460
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 1,041 3,300 0 4,341
Total Expenditure 759 700 0 1,459
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