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 0 230,000 230,000
Car 10,000 0 0 10,000
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 10,000 0 230,000 240,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 197,000 197,000
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 750 0 0 750
Hire purchase balance 0 0 0 0
Credit card balance 2,090 0 0 2,090
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,160 0 33,000 40,160
Total Liabilities 2,840 0 197,000 199,840
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 2,000 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 2,000 0 4,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,000 1,000
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 60 0 0 60
Hire purchase repayments 0 0 0 0
Credit card payments 60 0 0 60
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 0 250 250
Total Monthly Income less Expenditure 1,880 2,000 -1,500 2,380
Total Expenditure 120 0 1,500 1,620
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