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 0 185,000 185,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 2,000 0 0 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 22,000 0 185,000 207,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 113,000 113,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 8,012 0 0 8,012
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,000 52 0 1,052
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 12,988 -52 72,000 84,936
Total Liabilities 9,012 52 113,000 122,064
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,850 1,400 0 3,250
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,850 1,400 0 3,250
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 370 370
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) 246 0 0 246
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 1,000 52 0 1,052
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 120 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 250 800 0 1,050
Total Monthly Income less Expenditure 354 548 -490 412
Total Expenditure 1,496 852 490 2,838
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