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 0 280,000 280,000
Car 0 30,000 0 30,000
Savings (e.g. bank a/c, building society) 0 5,000 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 8,000 0 0 8,000
Investment Property 0 0 0 0
Total Assets 8,000 35,000 280,000 323,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 152,000 152,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 24,500 0 0 24,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 450 0 450
Credit card balance 2,730 0 0 2,730
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -19,230 34,550 128,000 143,320
Total Liabilities 27,230 450 152,000 179,680
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 818 1,047 2,000 3,865
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,159 94 0 1,254
Total Income 1,977 1,141 2,000 5,119
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 842 842
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) 486 0 0 486
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 152 0 152
Credit card payments 82 0 0 82
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 378 378
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 250 250 1,617 2,117
Total Monthly Income less Expenditure 1,159 739 -838 1,061
Total Expenditure 818 402 2,838 4,057
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