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 0 265,000 265,000
Car 0 0 10,000 10,000
Savings (e.g. bank a/c, building society) 0 0 2,000 2,000
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 0 277,000 277,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 56,000 56,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,700 15,000 0 21,700
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 10,000 0 0 10,000
Credit card balance 0 7,000 0 7,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -16,700 -22,000 221,000 182,300
Total Liabilities 16,700 22,000 56,000 94,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 2,300 0 4,300
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 2,300 0 4,300
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 270 270
Rental payments (if applicable) 0 0 450 450
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 393 313 0 706
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 258 0 0 258
Credit card payments 0 250 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 141 45 0 186
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 550 550
Total Monthly Income less Expenditure 1,208 1,692 -1,270 1,630
Total Expenditure 792 608 1,270 2,670
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