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 0 600,000 600,000
Car 0 0 19,800 19,800
Savings (e.g. bank a/c, building society) 14,000 0 43,000 57,000
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 14,000 0 662,800 676,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 250,000 250,000
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 3,200 0 0 3,200
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 10,800 0 412,800 423,600
Total Liabilities 3,200 0 250,000 253,200
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,400 0 0 5,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,400 0 0 5,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,200 1,200
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 0 0 2,000 2,000
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,500 1,500
Total Monthly Income less Expenditure 5,400 0 -5,000 400
Total Expenditure 0 0 5,000 5,000
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