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 0 285,000 285,000
Car 6,500 0 0 6,500
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 6,500 0 287,000 293,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 225,000 225,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 9,500 0 0 9,500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 600 0 0 600
Credit card balance 8,000 10,000 0 18,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -11,600 -10,000 62,000 40,400
Total Liabilities 18,100 10,000 225,000 253,100
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 3,000 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 3,000 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 754 754
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) 250 0 0 250
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 109 0 0 109
Credit card payments 100 350 0 450
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 100 500 750
Total Monthly Income less Expenditure 1,391 2,550 -1,454 2,487
Total Expenditure 609 450 1,454 2,513
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