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 0 450,000 0 450,000
Car 15,500 5,200 0 20,700
Savings (e.g. bank a/c, building society) 3,200 4,600 0 7,800
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 18,700 459,800 0 478,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 260,000 0 260,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 6,000 0 0 6,000
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,614 0 0 5,614
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,086 199,800 0 206,886
Total Liabilities 11,614 260,000 0 271,614
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 16,750 45,000 0 61,750
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 16,750 45,000 0 61,750
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 1,090 0 1,090
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 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 324 0 0 324
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 160 0 0 160
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 320 0 0 320
Total Monthly Income less Expenditure 15,946 43,910 0 59,856
Total Expenditure 804 1,090 0 1,894
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