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 0 225,983 225,983
Car 0 0 20,000 20,000
Savings (e.g. bank a/c, building society) 40,000 1,000 0 41,000
Investments (e.g. ISA/unit trust/shares etc) 8,000 12,000 0 20,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 48,000 13,000 245,983 306,983
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 82,895 82,895
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 0 0 0 0
Credit card balance 4,000 0 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 44,000 13,000 163,088 220,088
Total Liabilities 4,000 0 82,895 86,895
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 3,333 0 3,333
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 3,333 0 3,333
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 623 623
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 0 0 0 0
Credit card payments 100 100 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 10 10 180 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure -110 3,223 -1,603 1,510
Total Expenditure 110 110 1,603 1,823
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