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 0 220,000 220,000
Car 3,000 0 0 3,000
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 3,000 0 220,000 223,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 194,000 194,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 15,000 4,684 0 19,684
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 350 0 0 350
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -12,350 -4,684 26,000 8,966
Total Liabilities 15,350 4,684 194,000 214,034
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 26,000 16,000 0 42,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 26,000 16,000 0 42,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 810 810
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) 363 77 0 440
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 120 0 120
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 120 0 0 120
Utilities (Gas/water/Elec/phone/internet) 25 47 170 242
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 50 50 0 100
Total Monthly Income less Expenditure 25,442 15,706 -980 40,168
Total Expenditure 558 294 980 1,832
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