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 0 168,000 168,000
Car 6,000 0 0 6,000
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 6,000 0 168,000 174,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 139,000 139,000
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 0 0
Credit card balance 3,820 0 0 3,820
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,180 0 29,000 31,180
Total Liabilities 3,820 0 139,000 142,820
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 0 0 1,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 831 0 0 831
Total Income 1,831 0 0 1,831
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 529 529
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 85 0 0 85
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 170 0 0 170
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 450 0 0 450
Total Monthly Income less Expenditure 1,126 0 -529 597
Total Expenditure 705 0 529 1,234
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