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 0 250,000 250,000
Car 4,000 0 0 4,000
Savings (e.g. bank a/c, building society) 0 0 12,600 12,600
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 4,000 0 262,600 266,600
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 179,000 179,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 8,500 8,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
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 -1,000 0 75,100 74,100
Total Liabilities 5,000 0 187,500 192,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 3,000 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 3,000 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,011 1,011
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 0 277 277
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 110 0 0 110
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 590 590
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 78 0 300 378
Total Monthly Income less Expenditure 1,812 3,000 -2,178 2,634
Total Expenditure 188 0 2,178 2,366
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