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 0 450,000 450,000
Car 0 0 20,000 20,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
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 0 470,000 475,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 200,000 200,000
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 0 0 5,000 5,000
Hire purchase balance 357 0 0 357
Credit card balance 9,789 2,500 0 12,289
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -5,146 -2,500 265,000 257,354
Total Liabilities 10,146 2,500 205,000 217,646
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,400 0 2,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 2,400 0 2,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,750 1,750
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 0 0 60 60
Hire purchase repayments 59 0 0 59
Credit card payments 350 120 0 470
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 190 190
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure -409 2,280 -2,600 -729
Total Expenditure 409 120 2,600 3,129
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