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 0 187,000 187,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 8,000 8,000
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 0 0 195,000 195,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 187,000 187,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 1,300 1,300
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,100 2,000 0 3,100
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,100 -2,000 6,700 3,600
Total Liabilities 1,100 2,000 188,300 191,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 693 1,600 0 2,293
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 84 84
Total Income 693 1,600 84 2,377
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 730 730
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 50 50
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 30 50 0 80
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 255 255
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 350 350
Total Monthly Income less Expenditure 663 1,550 -1,301 912
Total Expenditure 30 50 1,385 1,465
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