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 0 0 2,000 2,000
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 0 0 602,000 602,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 180,000 180,000
Mortgage - Investment Property 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
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 15,000 0 0 15,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -15,000 0 422,000 407,000
Total Liabilities 15,000 0 180,000 195,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 15,000 50,000 0 65,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 15,000 50,000 0 65,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 900 900
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 350 0 0 350
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 191 0 0 191
Utilities (Gas/water/Elec/phone/internet) 500 0 0 500
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 13,759 50,000 -900 62,859
Total Expenditure 1,241 0 900 2,141
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