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 0 385,000 385,000
Car 14,000 18,000 0 32,000
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 14,000 18,000 385,000 417,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 129,000 129,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 750 0 500 1,250
Hire purchase balance 12,000 0 0 12,000
Credit card balance 7,500 0 0 7,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -6,250 18,000 255,500 267,250
Total Liabilities 20,250 0 129,500 149,750
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,877 800 0 2,677
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 700 0 700
Total Income 1,877 1,500 0 3,377
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 737 737
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 20 0 20 40
Hire purchase repayments 218 0 0 218
Credit card payments 70 0 0 70
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 285 285
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 250 200 0 450
Total Monthly Income less Expenditure 1,319 1,300 -1,042 1,577
Total Expenditure 558 200 1,042 1,800
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