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 0 550,000 550,000
Car 0 0 12,000 12,000
Savings (e.g. bank a/c, building society) 0 0 14,000 14,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 4,000 4,000
Other Assets 0 0 40,000 40,000
Investment Property 0 0 0 0
Total Assets 0 0 620,000 620,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 338,918 338,918
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 664 664
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 355 355
Credit card balance 0 0 2,978 2,978
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 0 277,085 277,085
Total Liabilities 0 0 342,915 342,915
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 581 0 3,581
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 223 0 223
Total Income 3,000 804 0 3,804
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,175 1,175
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) 0 0 67 67
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 31 31
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 414 414
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,500 1,500
Total Monthly Income less Expenditure 3,000 804 -3,187 617
Total Expenditure 0 0 3,187 3,187
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