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 0 450,000 450,000
Car 4,000 50,000 0 54,000
Savings (e.g. bank a/c, building society) 3,000 10,000 1,000 14,000
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 7,000 60,000 451,000 518,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 136,892 136,892
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,036 0 0 1,036
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 25,000 0 25,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 309 0 0 309
Total Assets less Liabilities 5,655 35,000 314,108 354,763
Total Liabilities 1,345 25,000 136,892 163,237
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,355 3,000 0 4,355
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,355 3,000 0 4,355
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,423 1,423
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) 54 0 0 54
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 470 0 470
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 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 220 170 475 865
Total Monthly Income less Expenditure 1,081 2,360 -2,198 1,243
Total Expenditure 274 640 2,198 3,112
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