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 0 650,000 650,000
Car 0 0 170,000 170,000
Savings (e.g. bank a/c, building society) 0 0 3,000 3,000
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 0 823,000 823,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 194,768 194,768
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 28,000 28,000
Personal loans (unsecured) 13,252 0 0 13,252
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 10,000 0 0 10,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -23,252 0 600,232 576,980
Total Liabilities 23,252 0 222,768 246,020
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 28,000 35,625 0 63,625
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 28,000 35,625 0 63,625
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,307 1,307
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 535 535
Personal loans (unsecured) 248 0 0 248
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 353 0 0 353
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 650 650
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 810 810
Total Monthly Income less Expenditure 27,399 35,625 -3,302 59,722
Total Expenditure 601 0 3,302 3,903
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