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 0 635,000 635,000
Car 0 8,000 0 8,000
Savings (e.g. bank a/c, building society) 0 49,000 9,000 58,000
Investments (e.g. ISA/unit trust/shares etc) 0 707 0 707
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 57,707 644,000 701,707
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 315,777 315,777
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 250 0 0 250
Hire purchase balance 0 0 0 0
Credit card balance 14,819 4,500 0 19,319
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -15,069 53,207 328,223 366,361
Total Liabilities 15,069 4,500 315,777 335,346
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 745 4,500 0 5,245
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 745 4,500 0 5,245
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,100 1,100
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 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 850 250 0 1,100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 530 530
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 100 100 300
Total Monthly Income less Expenditure -205 4,150 -1,730 2,215
Total Expenditure 950 350 1,730 3,030
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