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 0 300,000 300,000
Car 18,000 0 0 18,000
Savings (e.g. bank a/c, building society) 6,467 0 1,400 7,867
Investments (e.g. ISA/unit trust/shares etc) 0 850 0 850
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 24,467 850 301,400 326,717
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 156,879 156,879
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 2,624 2,624
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 17,846 0 0 17,846
Credit card balance 4,148 300 0 4,448
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,473 550 141,897 144,920
Total Liabilities 21,994 300 159,503 181,797
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,975 2,200 0 4,175
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 140 140
Total Income 1,975 2,200 140 4,315
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 878 878
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 0 222 222
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 400 0 0 400
Credit card payments 51 20 0 71
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 254 254
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 540 540
Total Monthly Income less Expenditure 1,524 2,180 -1,754 1,950
Total Expenditure 451 20 1,894 2,365
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