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 0 275,000 275,000
Car 30,000 20,000 0 50,000
Savings (e.g. bank a/c, building society) 26,000 0 3,000 29,000
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 56,000 20,000 278,000 354,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 166,000 166,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 37,000 20,000 0 57,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,100 2,500 0 4,600
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 16,900 -2,500 112,000 126,400
Total Liabilities 39,100 22,500 166,000 227,600
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,115 2,646 0 5,761
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 95 95
Total Income 3,115 2,646 95 5,856
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 663 663
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) 415 281 0 696
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 50 60 0 110
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 83 44 540 667
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 45 53 2,000 2,098
Total Monthly Income less Expenditure 2,522 2,208 -3,108 1,622
Total Expenditure 593 438 3,203 4,234
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