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 0 230,000 230,000
Car 5,000 4,000 0 9,000
Savings (e.g. bank a/c, building society) 1,000 1,000 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 6,000 5,000 230,000 241,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 126,384 126,384
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,726 0 0 11,726
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 258 0 0 258
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -5,984 5,000 103,616 102,632
Total Liabilities 11,984 0 126,384 138,368
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 1,400 0 3,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,800 1,400 0 3,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 571 571
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) 228 0 0 228
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 12 0 0 12
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 35 40 240 315
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 150 45 345
Total Monthly Income less Expenditure 1,375 1,210 -856 1,729
Total Expenditure 425 190 856 1,471
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