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 0 550,000 550,000
Car 45,000 0 0 45,000
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 45,000 0 550,000 595,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 303,000 303,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,000 0 0 10,000
Ex-host debt 0 0 0 0
Utilised Overdraft 1,000 0 0 1,000
Hire purchase balance 37,500 0 0 37,500
Credit card balance 45,000 0 0 45,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -48,500 0 247,000 198,500
Total Liabilities 93,500 0 303,000 396,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,000 1,250 0 8,250
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 7,000 1,250 0 8,250
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 2,400 2,400
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) 288 0 0 288
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 700 0 0 700
Credit card payments 750 0 0 750
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 220 220
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 2,500 2,500
Total Monthly Income less Expenditure 5,262 1,250 -5,120 1,392
Total Expenditure 1,738 0 5,120 6,858
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