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 280,000 0 0 280,000
Car 0 15,000 0 15,000
Savings (e.g. bank a/c, building society) 1,000 0 0 1,000
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 281,000 15,000 0 296,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 58,000 0 0 58,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 5,315 0 0 5,315
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 11,514 0 0 11,514
Credit card balance 7,408 0 0 7,408
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 198,763 15,000 0 213,763
Total Liabilities 82,237 0 0 82,237
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 2,100 0 5,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 2,100 0 5,100
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 304 0 0 304
Rental payments (if applicable) 562 0 0 562
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 126 0 0 126
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 304 0 0 304
Credit card payments 170 0 0 170
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 200 0 600
Total Monthly Income less Expenditure 934 1,900 0 2,834
Total Expenditure 2,066 200 0 2,266
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