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 0 275,000 275,000
Car 20,000 11,000 0 31,000
Savings (e.g. bank a/c, building society) 1,000 200 0 1,200
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 21,000 11,200 275,000 307,200
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 169,344 169,344
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 31,803 31,803
Personal loans (unsecured) 3,657 0 0 3,657
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 7,639 0 7,639
Credit card balance 7,326 2,010 0 9,336
Unpaid income tax 0 0 0 0
Other liabilities 1,000 0 0 1,000
Total Assets less Liabilities 9,017 1,551 73,853 84,421
Total Liabilities 11,983 9,649 201,147 222,779
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,580 1,083 0 4,663
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,580 1,083 0 4,663
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 661 661
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 286 286
Personal loans (unsecured) 229 0 0 229
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 209 0 209
Credit card payments 230 100 0 330
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 3,121 774 -1,647 2,248
Total Expenditure 459 309 1,647 2,415
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