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 0 210,000 210,000
Car 2,000 10,000 0 12,000
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 2,000 10,000 210,000 222,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 189,000 189,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,000 0 0 6,000
Ex-host debt 0 0 0 0
Utilised Overdraft 1,200 0 0 1,200
Hire purchase balance 0 0 0 0
Credit card balance 2,500 0 0 2,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -7,700 10,000 21,000 23,300
Total Liabilities 9,700 0 189,000 198,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 1,500 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 1,500 0 3,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 688 688
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) 191 0 0 191
Ex-host debt 0 0 0 0
Overdraft payments 30 0 0 30
Hire purchase repayments 0 0 0 0
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 43 0 180 223
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 200 0 350
Total Monthly Income less Expenditure 1,536 1,300 -868 1,968
Total Expenditure 464 200 868 1,532
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