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 22,000 22,000
Car 0 0 15,000 15,000
Savings (e.g. bank a/c, building society) 0 0 6,000 6,000
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 43,000 43,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 132,000 132,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 2,794 2,794
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 408 408
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 0 -92,202 -92,202
Total Liabilities 0 0 135,202 135,202
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 2,400 0 4,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,800 2,400 0 4,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 559 559
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 0 399 399
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 100 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 150 0 300
Total Monthly Income less Expenditure 1,500 2,150 -958 2,692
Total Expenditure 300 250 958 1,508
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