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 0 600,000 600,000
Car 0 0 15,000 15,000
Savings (e.g. bank a/c, building society) 0 0 40,000 40,000
Investments (e.g. ISA/unit trust/shares etc) 15,000 0 0 15,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 15,000 0 655,000 670,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 284,549 284,549
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 18,161 18,161
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 10,730 10,730
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 15,000 0 341,560 356,560
Total Liabilities 0 0 313,440 313,440
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 4,000 0 8,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,000 4,000 0 8,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,274 1,274
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 0 490 490
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 200 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 4,000 4,000
Total Monthly Income less Expenditure 4,000 4,000 -6,264 1,736
Total Expenditure 0 0 6,264 6,264
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