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 0 320,000 320,000
Car 28,000 6,000 0 34,000
Savings (e.g. bank a/c, building society) 2,000 10,000 0 12,000
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 30,000 16,000 320,000 366,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 110,529 110,529
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 0 0
Hire purchase balance 24,506 0 0 24,506
Credit card balance 10,428 0 0 10,428
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -4,934 16,000 209,471 220,537
Total Liabilities 34,934 0 110,529 145,463
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,500 1,050 0 4,550
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,500 1,050 0 4,550
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 636 636
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 436 0 0 436
Credit card payments 370 0 0 370
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 270 270
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,600 1,600
Total Monthly Income less Expenditure 2,694 1,050 -2,506 1,238
Total Expenditure 806 0 2,506 3,312
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