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 0 300,000 300,000
Car 0 0 12,000 12,000
Savings (e.g. bank a/c, building society) 0 0 10,000 10,000
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 0 322,000 322,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 120,000 120,000
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 0 0 0
Credit card balance 2,000 0 0 2,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,000 0 202,000 200,000
Total Liabilities 2,000 0 120,000 122,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,500 2,500 0 6,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,500 2,500 0 6,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 667 667
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 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 200 0 200
Utilities (Gas/water/Elec/phone/internet) 0 0 402 402
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 2,200 2,200
Total Monthly Income less Expenditure 3,300 2,300 -3,269 2,331
Total Expenditure 200 200 3,269 3,669
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