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 0 184,000 184,000
Car 33,000 0 0 33,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
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 43,000 0 184,000 227,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 125,000 125,000
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 0 0 33,000 33,000
Credit card balance 908 2,500 0 3,408
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 42,092 -2,500 26,000 65,592
Total Liabilities 908 2,500 158,000 161,408
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,400 0 2,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 600 0 600
Total Income 0 3,000 0 3,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 620 620
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 0 0 754 754
Credit card payments 0 0 250 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 0 3,000 -2,424 576
Total Expenditure 0 0 2,424 2,424
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