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 0 550,000 550,000
Car 0 0 55,000 55,000
Savings (e.g. bank a/c, building society) 0 0 4,000 4,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 57,000 57,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 666,000 666,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 392,000 392,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 43,692 43,692
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 3,518 3,518
Hire purchase balance 0 0 0 0
Credit card balance 0 0 20,000 20,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 1,829 1,829
Total Assets less Liabilities 0 0 204,961 204,961
Total Liabilities 0 0 461,039 461,039
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 6,000 1,800 0 7,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 6,000 1,800 0 7,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 2,400 2,400
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 0 886 886
Ex-host debt 0 0 0 0
Overdraft payments 0 0 100 100
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 500 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 600 600
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 2,000 2,000
Total Monthly Income less Expenditure 6,000 1,800 -6,486 1,314
Total Expenditure 0 0 6,486 6,486
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