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 270,000 0 0 270,000
Car 28,000 20,000 0 48,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 298,000 20,000 0 318,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 154,879 0 0 154,879
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 2,480 0 0 2,480
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 19,325 14,398 0 33,723
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 121,316 5,602 0 126,918
Total Liabilities 176,684 14,398 0 191,082
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,750 4,500 0 6,250
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,750 4,500 0 6,250
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 645 0 0 645
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) 62 0 0 62
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 330 117 0 447
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 600 600
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 713 4,383 -900 4,196
Total Expenditure 1,037 117 900 2,054
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