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 0 110,000 0 110,000
Car 16,000 0 0 16,000
Savings (e.g. bank a/c, building society) 2,500 2,000 0 4,500
Investments (e.g. ISA/unit trust/shares etc) 0 1,000 0 1,000
Other Assets 6,000 3,500 0 9,500
Investment Property 0 0 0 0
Total Assets 24,500 116,500 0 141,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 76,000 0 76,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 45,916 15,000 0 60,916
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 7,430 0 0 7,430
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -28,846 25,500 0 -3,346
Total Liabilities 53,346 91,000 0 144,346
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,695 0 2,695
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 450 0 450
Total Income 0 3,145 0 3,145
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 550 0 550
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) 655 365 0 1,020
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 300 0 300
Utilities (Gas/water/Elec/phone/internet) 50 15 303 368
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure -1,005 1,915 -703 207
Total Expenditure 1,005 1,230 703 2,938
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