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 0 500,000 500,000
Car 37,000 18,500 0 55,500
Savings (e.g. bank a/c, building society) 0 0 205,000 205,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 92,000 92,000
Total Assets 37,000 18,500 797,000 852,500
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) 14,495 0 0 14,495
Ex-host debt 0 0 0 0
Utilised Overdraft 5,250 0 0 5,250
Hire purchase balance 0 0 0 0
Credit card balance 41,100 0 0 41,100
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -23,845 18,500 797,000 791,655
Total Liabilities 60,845 0 0 60,845
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,610 625 0 3,235
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,610 625 0 3,235
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) 265 0 0 265
Ex-host debt 0 0 0 0
Overdraft payments 12 0 0 12
Hire purchase repayments 0 0 0 0
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 400 0 325 725
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 1,633 625 -925 1,333
Total Expenditure 977 0 925 1,902
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