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 50,000 0 0 50,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 50,000 0 600,000 650,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 116,046 116,046
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 25 3,000 0 3,025
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 49,975 -3,000 483,954 530,929
Total Liabilities 25 3,000 116,046 119,071
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,047 1,580 0 2,627
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 150 0 0 150
Total Income 1,197 1,580 0 2,777
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 672 672
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) 25 275 0 300
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
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) 0 300 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 250 400 0 650
Total Monthly Income less Expenditure 922 605 -672 855
Total Expenditure 275 975 672 1,922
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