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 0 165,000 165,000
Car 0 0 0 0
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 0 0 167,000 167,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 135,000 135,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 17,000 17,000
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 800 800
Hire purchase balance 9,660 0 0 9,660
Credit card balance 7,000 8,000 0 15,000
Unpaid income tax 0 0 0 0
Other liabilities 3,000 0 0 3,000
Total Assets less Liabilities -19,660 -8,000 14,200 -13,460
Total Liabilities 19,660 8,000 152,800 180,460
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,700 2,500 0 4,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,700 2,500 0 4,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 850 850
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 0 380 380
Ex-host debt 0 0 0 0
Overdraft payments 0 0 24 24
Hire purchase repayments 255 0 0 255
Credit card payments 320 120 0 440
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 1,125 2,380 -2,554 951
Total Expenditure 575 120 2,554 3,249
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