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 0 300,000 300,000
Car 10,000 5,000 0 15,000
Savings (e.g. bank a/c, building society) 0 1,500 0 1,500
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 10,000 6,500 300,000 316,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 165,000 165,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 600 600
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 3,000 0 0 3,000
Credit card balance 2,000 0 0 2,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 5,000 6,500 134,400 145,900
Total Liabilities 5,000 0 165,600 170,600
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,470 2,000 0 3,470
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 87 0 0 87
Total Income 1,557 2,000 0 3,557
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 550 550
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 26 26
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 124 0 0 124
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 250 0 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 300 0 600
Total Monthly Income less Expenditure 783 1,700 -576 1,907
Total Expenditure 774 300 576 1,650
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