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 0 200,000 200,000
Car 0 0 32,000 32,000
Savings (e.g. bank a/c, building society) 0 0 20,000 20,000
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 0 0 252,000 252,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,000 0 0 2,000
Ex-host debt 0 0 0 0
Utilised Overdraft 1,000 0 0 1,000
Hire purchase balance 0 23,000 0 23,000
Credit card balance 400 0 0 400
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -3,400 -23,000 252,000 225,600
Total Liabilities 3,400 23,000 0 26,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 25,000 52,000 0 77,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 25,000 52,000 0 77,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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) 170 0 0 170
Ex-host debt 0 0 0 0
Overdraft payments 200 0 0 200
Hire purchase repayments 0 0 520 520
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 183 0 0 183
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 24,247 52,000 -920 75,327
Total Expenditure 753 0 920 1,673
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