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 0 350,000 0 350,000
Car 0 25,000 0 25,000
Savings (e.g. bank a/c, building society) 0 1,000 0 1,000
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 0 376,000 0 376,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 216,294 0 216,294
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 9,000 0 9,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 20,000 0 20,000
Credit card balance 2,562 12,000 0 14,562
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,562 118,706 0 116,144
Total Liabilities 2,562 257,294 0 259,856
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 924 6,407 0 7,331
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 924 6,407 0 7,331
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 905 0 905
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) 0 100 0 100
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 400 0 400
Credit card payments 80 400 0 480
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 300 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 2,200 0 2,350
Total Monthly Income less Expenditure 594 2,102 0 2,696
Total Expenditure 330 4,305 0 4,635
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