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 0 475,000 475,000
Car 18,000 0 0 18,000
Savings (e.g. bank a/c, building society) 0 0 3,500 3,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 100,000 0 0 100,000
Investment Property 0 0 0 0
Total Assets 118,000 0 478,500 596,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 61,000 61,000
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 3,000 0 0 3,000
Credit card balance 19,100 0 0 19,100
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 95,900 0 417,500 513,400
Total Liabilities 22,100 0 61,000 83,100
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,350 2,100 0 4,450
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,350 2,100 0 4,450
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 923 923
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 205 0 0 205
Credit card payments 460 0 0 460
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 491 491
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,385 1,385
Total Monthly Income less Expenditure 1,685 2,100 -2,799 986
Total Expenditure 665 0 2,799 3,464
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