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 0 365,000 365,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
Investments (e.g. ISA/unit trust/shares etc) 1,000 0 0 1,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 30,000 0 365,000 395,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 276,095 276,095
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 25,809 24,000 0 49,809
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 23,700 0 0 23,700
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -19,509 -24,000 88,905 45,396
Total Liabilities 49,509 24,000 276,095 349,604
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 3,078 0 7,078
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,000 3,078 0 7,078
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,144 1,144
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) 671 452 0 1,123
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 299 0 0 299
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 750 750
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 3,030 2,626 -2,594 3,062
Total Expenditure 970 452 2,594 4,016
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