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 0 0
Savings (e.g. bank a/c, building society) 4,500 0 0 4,500
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 4,500 0 200,000 204,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 85,000 85,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 122 0 0 122
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 497 1,038 0 1,535
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 3,881 -1,038 115,000 117,843
Total Liabilities 619 1,038 85,000 86,657
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 985 0 0 985
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 2,395 2,395
Total Income 985 0 2,395 3,380
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 507 507
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) 20 0 0 20
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 33 0 133
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 320 320
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 575 575
Total Monthly Income less Expenditure 865 -33 993 1,825
Total Expenditure 120 33 1,402 1,555
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