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 0 202,000 202,000
Car 0 0 10,000 10,000
Savings (e.g. bank a/c, building society) 0 0 4,000 4,000
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 0 0 216,000 216,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 141,000 141,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,702 0 0 12,702
Ex-host debt 0 0 0 0
Utilised Overdraft 1,500 0 0 1,500
Hire purchase balance 0 0 0 0
Credit card balance 574 0 0 574
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -14,776 0 75,000 60,224
Total Liabilities 14,776 0 141,000 155,776
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,900 2,500 0 4,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,900 2,500 0 4,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 590 590
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) 250 0 0 250
Ex-host debt 0 0 0 0
Overdraft payments 6 0 0 6
Hire purchase repayments 0 0 0 0
Credit card payments 21 0 0 21
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 275 275
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 1,623 2,500 -1,865 2,258
Total Expenditure 277 0 1,865 2,142
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