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 0 380,000 380,000
Car 0 25,000 0 25,000
Savings (e.g. bank a/c, building society) 300 1,000 0 1,300
Investments (e.g. ISA/unit trust/shares etc) 2,248 0 0 2,248
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 2,548 26,000 380,000 408,548
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 296,000 296,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 4,788 0 4,788
Credit card balance 1,341 0 0 1,341
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 1,207 21,212 84,000 106,419
Total Liabilities 1,341 4,788 296,000 302,129
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,888 3,035 0 4,923
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,350 1,350
Total Income 1,888 3,035 1,350 6,273
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,635 1,635
Rental payments (if applicable) 0 290 0 290
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 184 0 184
Credit card payments 77 0 0 77
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 250 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 466 900 0 1,366
Total Monthly Income less Expenditure 1,345 1,411 -285 2,471
Total Expenditure 543 1,624 1,635 3,802
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