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 0 219,000 219,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 0 0 1,500 1,500
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 5,000 0 220,500 225,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 219,000 219,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 4,500 0 0 4,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 500 1,000 0 1,500
Credit card balance 5,500 0 0 5,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -5,500 -1,000 1,500 -5,000
Total Liabilities 10,500 1,000 219,000 230,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,870 1,800 0 3,670
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,870 1,800 0 3,670
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 560 560
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) 262 0 0 262
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 34 44 0 78
Credit card payments 45 0 0 45
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 280 0 0 280
Utilities (Gas/water/Elec/phone/internet) 0 0 290 290
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 1,249 1,756 -1,250 1,755
Total Expenditure 621 44 1,250 1,915
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