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 0 200,000 200,000
Car 12,500 12,000 0 24,500
Savings (e.g. bank a/c, building society) 0 0 2,000 2,000
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 12,500 12,000 202,000 226,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 119,104 119,104
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 896 0 0 896
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 10,016 10,000 0 20,016
Credit card balance 10,993 0 0 10,993
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -9,405 2,000 82,896 75,491
Total Liabilities 21,905 10,000 119,104 151,009
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,214 2,084 0 7,298
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,214 2,084 0 7,298
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 509 509
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) 64 0 0 64
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 228 193 0 421
Credit card payments 207 0 0 207
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 145 21 0 166
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,500 1,500
Total Monthly Income less Expenditure 4,570 1,870 -2,009 4,431
Total Expenditure 644 214 2,009 2,867
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