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 0 375,000 375,000
Car 28,000 22,000 0 50,000
Savings (e.g. bank a/c, building society) 1,700 1,800 0 3,500
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 29,700 23,800 375,000 428,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 255,893 255,893
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 20,190 0 20,190
Ex-host debt 0 0 0 0
Utilised Overdraft 400 0 0 400
Hire purchase balance 26,624 0 0 26,624
Credit card balance 6,158 0 0 6,158
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -3,482 3,610 119,107 119,235
Total Liabilities 33,182 20,190 255,893 309,265
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,550 0 0 3,550
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 390 0 390
Total Income 3,550 390 0 3,940
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 823 823
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) 0 277 0 277
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 369 0 0 369
Credit card payments 140 0 0 140
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 203 0 0 203
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 4,575 0 0 4,575
Total Monthly Income less Expenditure -1,737 113 -823 -2,447
Total Expenditure 5,287 277 823 6,387
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