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 0 300,000 300,000
Car 6,500 0 0 6,500
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
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 8,500 0 300,000 308,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 30,000 30,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 15,000 0 0 15,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 6,500 0 0 6,500
Credit card balance 5,000 0 0 5,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -18,000 0 270,000 252,000
Total Liabilities 26,500 0 30,000 56,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,700 0 0 1,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,200 0 0 1,200
Total Income 2,900 0 0 2,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 280 280
Rental payments (if applicable) 0 0 324 324
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 315 0 0 315
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 162 0 0 162
Credit card payments 120 0 0 120
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 0 0 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 0 0 100
Total Monthly Income less Expenditure 2,053 0 -604 1,449
Total Expenditure 847 0 604 1,451
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