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 0 400,000 400,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 0 0 3,500 3,500
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 15,000 0 403,500 418,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 198,500 198,500
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 0 0 500 500
Hire purchase balance 10,987 0 0 10,987
Credit card balance 43,034 38,694 0 81,728
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -39,021 -38,694 204,500 126,785
Total Liabilities 54,021 38,694 199,000 291,715
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,842 2,958 0 5,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 152 0 0 152
Total Income 2,994 2,958 0 5,952
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,241 1,241
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 25 25
Hire purchase repayments 196 0 0 196
Credit card payments 918 655 0 1,573
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 242 242
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 481 481
Total Monthly Income less Expenditure 1,880 2,303 -1,989 2,194
Total Expenditure 1,114 655 1,989 3,758
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