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 0 330,000 330,000
Car 1,500 5,000 0 6,500
Savings (e.g. bank a/c, building society) 1,972 200 24,273 26,445
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 12,000 0 12,000
Investment Property 0 0 0 0
Total Assets 3,472 17,200 354,273 374,945
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 221,375 221,375
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 0 0
Credit card balance 15,602 0 0 15,602
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -12,130 17,200 132,898 137,968
Total Liabilities 15,602 0 221,375 236,977
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 750 0 750
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 157 0 157
Total Income 0 907 0 907
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 716 716
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 0 0
Credit card payments 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 205 205
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure -500 907 -1,421 -1,014
Total Expenditure 500 0 1,421 1,921
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