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 0 420,000 420,000
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 7,000 0 420,000 427,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 315,000 315,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 600 1,000 0 1,600
Hire purchase balance 0 0 0 0
Credit card balance 1,700 5,000 0 6,700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 4,700 -6,000 105,000 103,700
Total Liabilities 2,300 6,000 315,000 323,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 3,000 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 3,000 0 3,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,307 1,307
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 0 0
Ex-host debt 0 0 0 0
Overdraft payments 5 20 0 25
Hire purchase repayments 0 0 0 0
Credit card payments 50 150 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 750 750
Total Monthly Income less Expenditure -55 2,830 -2,257 518
Total Expenditure 55 170 2,257 2,482
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