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 0 750,000 750,000
Car 0 35,000 0 35,000
Savings (e.g. bank a/c, building society) 0 7,000 0 7,000
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 0 42,000 750,000 792,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 295,000 295,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 21,426 3,000 0 24,426
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 22,000 0 22,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -21,426 17,000 455,000 450,574
Total Liabilities 21,426 25,000 295,000 341,426
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,461 2,956 0 5,417
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,461 2,956 0 5,417
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,255 1,255
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) 334 115 0 449
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 305 0 305
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 624 624
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 215 215
Total Monthly Income less Expenditure 2,127 2,536 -2,094 2,569
Total Expenditure 334 420 2,094 2,848
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