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 250,000 0 0 250,000
Car 50,000 0 0 50,000
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 300,000 0 0 300,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 125,000 0 0 125,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 38,000 0 0 38,000
Personal loans (unsecured) 3,000 0 0 3,000
Ex-host debt 0 0 0 0
Utilised Overdraft 500 0 0 500
Hire purchase balance 0 0 0 0
Credit card balance 6,000 0 0 6,000
Unpaid income tax 3,500 0 0 3,500
Other liabilities 0 0 0 0
Total Assets less Liabilities 124,000 0 0 124,000
Total Liabilities 176,000 0 0 176,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 842 0 0 842
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,030 0 0 1,030
Total Income 1,872 0 0 1,872
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 610 0 0 610
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 606 0 0 606
Personal loans (unsecured) 200 0 0 200
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 50 0 0 50
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 260 0 0 260
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 0 0 150
Total Monthly Income less Expenditure -154 0 0 -154
Total Expenditure 2,026 0 0 2,026
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