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 0 450,000 450,000
Car 70,000 0 0 70,000
Savings (e.g. bank a/c, building society) 0 0 1,000 1,000
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 70,000 0 451,000 521,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 356,582 356,582
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 80,000 80,000
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 2,605 2,605
Hire purchase balance 63,000 0 0 63,000
Credit card balance 8,624 0 0 8,624
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,624 0 11,813 10,189
Total Liabilities 71,624 0 439,187 510,811
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 5,250 0 8,250
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 600 0 600
Total Income 3,000 5,850 0 8,850
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,600 1,600
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 600 0 600
Personal loans (Secured) 0 0 1,000 1,000
Personal loans (unsecured) 0 140 0 140
Ex-host debt 0 0 0 0
Overdraft payments 0 0 70 70
Hire purchase repayments 587 0 0 587
Credit card payments 200 350 0 550
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 450 450
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 2,213 4,760 -3,620 3,353
Total Expenditure 787 1,090 3,620 5,497
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