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 0 600,000 600,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 15,000 0 0 15,000
Investments (e.g. ISA/unit trust/shares etc) 105,000 0 2,000 107,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 145,000 0 602,000 747,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 355,000 355,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 11,000 0 11,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 873 7,000 0 7,873
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 144,127 -18,000 247,000 373,127
Total Liabilities 873 18,000 355,000 373,873
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 3,000 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 3,000 0 3,000
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 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 160 0 160
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 23 30 0 53
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 100 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure -23 2,810 -2,200 587
Total Expenditure 23 190 2,200 2,413
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