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 0 300,000 0 300,000
Car 0 0 0 0
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 1,300 0 0 1,300
Investment Property 0 0 0 0
Total Assets 1,300 300,000 0 301,300
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 80,000 0 80,000
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 9,794 0 0 9,794
Credit card balance 479 0 0 479
Unpaid income tax 500 0 0 500
Other liabilities 2,989 0 0 2,989
Total Assets less Liabilities -12,462 220,000 0 207,538
Total Liabilities 13,762 80,000 0 93,762
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 4,000 0 7,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 4,000 0 7,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 600 0 600
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 451 0 0 451
Credit card payments 35 0 0 35
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 200 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 300 0 600
Total Monthly Income less Expenditure 2,014 2,900 0 4,914
Total Expenditure 986 1,100 0 2,086
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