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 1,100,000 1,100,000
Car 70,000 0 0 70,000
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 70,000 0 1,100,000 1,170,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 313,898 313,898
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 107 0 0 107
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 13,582 0 0 13,582
Unpaid income tax 4,850 0 0 4,850
Other liabilities 0 0 0 0
Total Assets less Liabilities 51,461 0 786,102 837,563
Total Liabilities 18,539 0 313,898 332,437
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 5,520 0 5,520
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 812 0 0 812
Total Income 812 5,520 0 6,332
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,745 1,745
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) 107 0 0 107
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 679 0 0 679
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 350 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 26 5,520 -2,595 2,951
Total Expenditure 786 0 2,595 3,381
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