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 0 200,000 200,000
Car 15,000 8,000 0 23,000
Savings (e.g. bank a/c, building society) 4,700 3,000 0 7,700
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 19,700 11,000 200,000 230,700
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 127,000 127,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,899 12,500 0 25,399
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 14,308 4,000 0 18,308
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -7,507 -5,500 73,000 59,993
Total Liabilities 27,207 16,500 127,000 170,707
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 2,640 0 5,140
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 2,640 0 5,140
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 650 650
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) 480 330 0 810
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 216 120 0 336
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) 32 17 168 217
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 450 252 502 1,204
Total Monthly Income less Expenditure 1,322 1,921 -1,320 1,923
Total Expenditure 1,178 719 1,320 3,217
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