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 0 325,000 325,000
Car 21,498 15,000 0 36,498
Savings (e.g. bank a/c, building society) 3,257 0 3,808 7,065
Investments (e.g. ISA/unit trust/shares etc) 1,900 0 0 1,900
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 26,655 15,000 328,808 370,463
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 283,844 283,844
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 9,682 0 0 9,682
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 21,498 15,000 0 36,498
Credit card balance 8,500 0 0 8,500
Unpaid income tax 600 0 0 600
Other liabilities 0 0 0 0
Total Assets less Liabilities -13,625 0 44,964 31,339
Total Liabilities 40,280 15,000 283,844 339,124
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,227 3,400 0 4,627
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,227 3,400 0 4,627
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,721 1,721
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) 275 0 0 275
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 305 396 0 701
Credit card payments 222 0 0 222
HMRC payments (unpaid only) 100 0 0 100
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 337 337
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 750 750
Total Monthly Income less Expenditure 325 3,004 -2,808 521
Total Expenditure 902 396 2,808 4,106
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