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 0 450,000 450,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 0 0
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 0 450,000 450,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 333,627 333,627
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 441 0 0 441
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 31,250 0 0 31,250
Credit card balance 0 0 4,245 4,245
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -31,691 0 112,128 80,437
Total Liabilities 31,691 0 337,872 369,563
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 3,200 0 5,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 3,200 0 5,700
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 942 942
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) 77 0 0 77
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 390 0 0 390
Credit card payments 0 0 50 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 400 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 2,033 3,200 -1,892 3,341
Total Expenditure 467 0 1,892 2,359
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