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 0 290,000 290,000
Car 2,500 0 0 2,500
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 2,500 0 290,000 292,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 240,000 240,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 19,000 0 0 19,000
Ex-host debt 0 0 0 0
Utilised Overdraft 3,500 0 0 3,500
Hire purchase balance 0 0 0 0
Credit card balance 2,250 0 0 2,250
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -22,250 0 50,000 27,750
Total Liabilities 24,750 0 240,000 264,750
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,500 1,200 0 5,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,500 1,200 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 1,299 1,299
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) 450 0 0 450
Ex-host debt 0 0 0 0
Overdraft payments 80 0 0 80
Hire purchase repayments 0 0 0 0
Credit card payments 0 150 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 1,000 1,000
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 3,970 1,050 -2,299 2,721
Total Expenditure 530 150 2,299 2,979
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