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 300,000 0 0 300,000
Car 42,000 0 0 42,000
Savings (e.g. bank a/c, building society) 12,000 0 0 12,000
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 354,000 0 0 354,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 138,600 0 0 138,600
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 17,382 0 0 17,382
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 37,215 0 0 37,215
Credit card balance 17,036 0 0 17,036
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 143,767 0 0 143,767
Total Liabilities 210,233 0 0 210,233
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 44,000 48,500 0 92,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 13,320 0 13,320
Total Income 44,000 61,820 0 105,820
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 957 0 0 957
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) 289 0 0 289
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 698 0 0 698
Credit card payments 170 0 0 170
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 350 0 0 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 41,136 61,820 0 102,956
Total Expenditure 2,864 0 0 2,864
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