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 0 260,000 260,000
Car 7,500 0 0 7,500
Savings (e.g. bank a/c, building society) 26,800 500 5,000 32,300
Investments (e.g. ISA/unit trust/shares etc) 10,040 0 0 10,040
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 44,340 500 265,000 309,840
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 216,364 216,364
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 16,609 0 0 16,609
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 27,731 500 48,636 76,867
Total Liabilities 16,609 0 216,364 232,973
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,676 1,956 0 4,632
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 179 0 179
Total Income 2,676 2,135 0 4,811
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,216 1,216
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) 279 0 0 279
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 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 305 305
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,400 1,400
Total Monthly Income less Expenditure 2,397 2,135 -2,921 1,611
Total Expenditure 279 0 2,921 3,200
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