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 0 157,995 157,995
Car 0 0 10,000 10,000
Savings (e.g. bank a/c, building society) 400 0 0 400
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 400 0 167,995 168,395
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 126,000 126,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 17,251 0 0 17,251
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 10,480 10,480
Credit card balance 8,918 3,000 0 11,918
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -25,769 -3,000 31,515 2,746
Total Liabilities 26,169 3,000 136,480 165,649
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 30,500 26,000 0 56,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 30,500 26,000 0 56,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 695 695
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) 433 0 0 433
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 250 250
Credit card payments 180 100 0 280
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 70 70
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 200 200
Total Monthly Income less Expenditure 29,887 25,900 -1,215 54,572
Total Expenditure 613 100 1,215 1,928
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