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 0 480,000 480,000
Car 0 17,000 0 17,000
Savings (e.g. bank a/c, building society) 0 0 5,000 5,000
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 17,000 485,000 502,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 151,147 151,147
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 255 0 255
Personal loans (unsecured) 329 0 0 329
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 103 900 0 1,003
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -432 15,845 333,853 349,266
Total Liabilities 432 1,155 151,147 152,734
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,793 4,000 0 5,793
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,793 4,000 0 5,793
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,008 1,008
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 255 0 255
Personal loans (unsecured) 23 0 0 23
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 103 100 0 203
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 250 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure 1,667 3,645 -2,058 3,254
Total Expenditure 126 355 2,058 2,539
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