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 0 335,000 335,000
Car 10,000 0 0 10,000
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 10,000 0 335,000 345,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 143,000 143,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 32,000 32,000
Personal loans (unsecured) 18,000 0 0 18,000
Ex-host debt 0 0 0 0
Utilised Overdraft 400 0 0 400
Hire purchase balance 7,000 0 0 7,000
Credit card balance 3,000 0 0 3,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -18,400 0 160,000 141,600
Total Liabilities 28,400 0 175,000 203,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 875 0 0 875
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,675 0 0 1,675
Total Income 2,550 0 0 2,550
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 0 135 135
Personal loans (unsecured) 282 0 0 282
Ex-host debt 0 0 0 0
Overdraft payments 25 0 0 25
Hire purchase repayments 146 0 0 146
Credit card payments 25 0 0 25
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 0 0 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 0 0 150
Total Monthly Income less Expenditure 1,772 0 -695 1,077
Total Expenditure 778 0 695 1,473
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