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 0 450,000 450,000
Car 16,000 0 0 16,000
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 16,000 0 450,000 466,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 203,000 203,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,630 0 0 1,630
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 5,094 0 0 5,094
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 9,276 0 247,000 256,276
Total Liabilities 6,724 0 203,000 209,724
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 0 0 2,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,183 1,183
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) 37 0 0 37
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 283 0 0 283
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 0 175 175
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 30 0 150 180
Total Monthly Income less Expenditure 2,150 0 -1,508 642
Total Expenditure 350 0 1,508 1,858
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