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 0 240,000 0 240,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 8,000 8,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 17,000 17,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 240,000 25,000 265,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 68,500 0 68,500
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 0 0 0
Credit card balance 20,000 0 0 20,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -20,000 171,500 25,000 176,500
Total Liabilities 20,000 68,500 0 88,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 8,000 0 0 8,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 8,000 0 0 8,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 712 0 712
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 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 674 0 0 674
Credit card payments 400 0 0 400
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 400 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 6,926 -712 -1,100 5,114
Total Expenditure 1,074 712 1,100 2,886
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