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 0 340,000 340,000
Car 23,000 0 0 23,000
Savings (e.g. bank a/c, building society) 2,500 0 0 2,500
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 25,500 0 340,000 365,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 260,000 260,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 500 0 0 500
Hire purchase balance 20,000 0 0 20,000
Credit card balance 1,000 0 0 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 4,000 0 80,000 84,000
Total Liabilities 21,500 0 260,000 281,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,800 0 0 3,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,800 0 0 3,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,260 1,260
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 0 0
Ex-host debt 0 0 0 0
Overdraft payments 50 0 0 50
Hire purchase repayments 260 0 0 260
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 350 350
Total Monthly Income less Expenditure 3,440 0 -1,760 1,680
Total Expenditure 360 0 1,760 2,120
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