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 0 350,000 0 350,000
Car 0 0 16,000 16,000
Savings (e.g. bank a/c, building society) 0 3,000 0 3,000
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 0 353,000 16,000 369,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 236,500 236,500
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 39,780 0 0 39,780
Ex-host debt 3,000 0 0 3,000
Utilised Overdraft 500 0 0 500
Hire purchase balance 0 0 0 0
Credit card balance 30,995 0 0 30,995
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -74,275 353,000 -220,500 58,225
Total Liabilities 74,275 0 236,500 310,775
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 1,800 0 3,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 195 195
Total Income 2,000 1,800 195 3,995
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,072 1,072
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) 791 0 0 791
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 736 0 0 736
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 377 377
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 729 729
Total Monthly Income less Expenditure 473 1,800 -1,983 290
Total Expenditure 1,527 0 2,178 3,705
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