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 0 250,000 250,000
Car 11,500 4,500 0 16,000
Savings (e.g. bank a/c, building society) 4,500 0 29,500 34,000
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 16,000 4,500 279,500 300,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 132,929 132,929
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 8,126 0 0 8,126
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,874 4,500 146,571 158,945
Total Liabilities 8,126 0 132,929 141,055
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,041 0 0 1,041
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 1,552 0 1,552
Total Income 1,041 1,552 0 2,593
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 734 734
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) 140 0 0 140
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 347 347
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 756 756
Total Monthly Income less Expenditure 901 1,552 -1,837 616
Total Expenditure 140 0 1,837 1,977
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