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 0 0
Car 7,000 4,000 0 11,000
Savings (e.g. bank a/c, building society) 1,000 0 0 1,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 42,000 0 0 42,000
Investment Property 95,000 0 0 95,000
Total Assets 145,000 4,000 0 149,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 78,800 0 0 78,800
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 4,350 0 3,200 7,550
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 1,800 0 0 1,800
Credit card balance 10,500 0 0 10,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 49,550 4,000 -3,200 50,350
Total Liabilities 95,450 0 3,200 98,650
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,100 750 0 2,850
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 300 0 300
Total Income 2,100 1,050 0 3,150
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 22 0 0 22
Rental payments (if applicable) 775 0 0 775
Investment property - mortgage, management charges & ground rent 44 0 0 44
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 128 0 102 230
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 82 0 0 82
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 250 0 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure 599 1,050 -902 747
Total Expenditure 1,501 0 902 2,403
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