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 0 280,000 280,000
Car 0 0 7,000 7,000
Savings (e.g. bank a/c, building society) 0 0 300 300
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 0 287,300 287,300
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 159,676 159,676
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 13,916 8,000 0 21,916
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 14,000 0 0 14,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -27,916 -8,000 127,624 91,708
Total Liabilities 27,916 8,000 159,676 195,592
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,500 3,333 0 4,833
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 433 0 0 433
Total Income 1,933 3,333 0 5,266
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 670 670
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) 384 270 0 654
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 184 0 184
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 200 0 200
Total Monthly Income less Expenditure 1,349 2,679 -670 3,358
Total Expenditure 584 654 670 1,908
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