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 0 325,000 325,000
Car 4,000 4,000 0 8,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 100 0 0 100
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 4,100 4,000 325,000 333,100
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 220,818 220,818
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 1,862 0 1,862
Credit card balance 1,977 1,767 0 3,744
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,123 371 104,182 106,676
Total Liabilities 1,977 3,629 220,818 226,424
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 2,165 0 3,165
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 898 898
Total Income 1,000 2,165 898 4,063
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 833 833
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 31 0 31
Credit card payments 44 42 0 86
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 340 340
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,545 1,545
Total Monthly Income less Expenditure 956 2,093 -1,820 1,228
Total Expenditure 44 72 2,718 2,835
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