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 0 850,000 850,000
Car 0 25,000 0 25,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
Investments (e.g. ISA/unit trust/shares etc) 20,000 0 0 20,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 30,000 25,000 850,000 905,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 184,956 184,956
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 60,795 60,795
Personal loans (unsecured) 896 0 0 896
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 41,700 0 41,700
Credit card balance 1,453 0 0 1,453
Unpaid income tax 0 0 0 0
Other liabilities 282 0 0 282
Total Assets less Liabilities 27,369 -16,700 604,249 614,918
Total Liabilities 2,631 41,700 245,751 290,082
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 5,000 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 5,000 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,450 1,450
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 511 511
Personal loans (unsecured) 195 0 0 195
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 622 0 622
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 360 360
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 282 0 800 1,082
Total Monthly Income less Expenditure -477 4,378 -3,121 780
Total Expenditure 477 622 3,121 4,220
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