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 0 240,000 240,000
Car 15,000 3,000 0 18,000
Savings (e.g. bank a/c, building society) 250 0 0 250
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 15,250 3,000 240,000 258,250
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 160,000 160,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 15,500 0 0 15,500
Ex-host debt 0 0 0 0
Utilised Overdraft 700 0 0 700
Hire purchase balance 0 0 0 0
Credit card balance 5,900 0 0 5,900
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -6,850 3,000 80,000 76,150
Total Liabilities 22,100 0 160,000 182,100
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,803 1,500 0 3,303
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,803 1,500 0 3,303
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 608 608
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) 288 0 0 288
Ex-host debt 0 0 0 0
Overdraft payments 15 0 0 15
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 0 298 298
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 1,350 1,500 -1,206 1,644
Total Expenditure 453 0 1,206 1,659
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