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 0 220,000 220,000
Car 12,000 0 0 12,000
Savings (e.g. bank a/c, building society) 15,300 0 0 15,300
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 12,000 0 0 12,000
Investment Property 0 0 0 0
Total Assets 39,300 0 220,000 259,300
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 113,500 113,500
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 30,700 0 0 30,700
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,800 0 0 5,800
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,800 0 106,500 109,300
Total Liabilities 36,500 0 113,500 150,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,040 2,000 0 3,040
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 640 0 0 640
Total Income 1,680 2,000 0 3,680
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 451 451
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) 1,192 0 0 1,192
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 100 0 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 300 0 300
Total Monthly Income less Expenditure 338 1,600 -451 1,487
Total Expenditure 1,342 400 451 2,193
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