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 0 340,000 340,000
Car 1,000 5,000 0 6,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 1,000 5,000 340,000 346,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 256,000 256,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 18,000 0 0 18,000
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 2,000 2,000
Hire purchase balance 0 0 0 0
Credit card balance 25,000 0 0 25,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -42,000 5,000 82,000 45,000
Total Liabilities 43,000 0 258,000 301,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,200 1,200 0 4,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 200 200
Total Income 3,200 1,200 200 4,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,000 1,000
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 334 0 0 334
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 55 55
Hire purchase repayments 0 0 0 0
Credit card payments 600 0 0 600
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 200 200
Total Monthly Income less Expenditure 2,266 1,200 -1,255 2,211
Total Expenditure 934 0 1,455 2,389
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