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 0 0
Car 70,000 50,000 0 120,000
Savings (e.g. bank a/c, building society) 0 50,000 0 50,000
Investments (e.g. ISA/unit trust/shares etc) 0 52,380 0 52,380
Other Assets 92,500 0 0 92,500
Investment Property 0 0 0 0
Total Assets 162,500 152,380 0 314,880
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,000 0 0 12,000
Ex-host debt 0 0 0 0
Utilised Overdraft 5,000 0 0 5,000
Hire purchase balance 0 0 0 0
Credit card balance 2,500 0 0 2,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 143,000 152,380 0 295,380
Total Liabilities 19,500 0 0 19,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 10,200 5,800 0 16,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 15,000 0 0 15,000
Total Income 25,200 5,800 0 31,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
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) 707 0 0 707
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 1,100 0 0 1,100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 2,500 4,000 0 6,500
Total Monthly Income less Expenditure 20,593 1,800 0 22,393
Total Expenditure 4,607 4,000 0 8,607
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