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 0 300,000 300,000
Car 36,000 30,000 0 66,000
Savings (e.g. bank a/c, building society) 0 5,000 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 1,000 0 0 1,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 37,000 35,000 300,000 372,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 171,848 171,848
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,802 3,000 0 10,802
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 28,000 21,000 0 49,000
Credit card balance 12,514 0 0 12,514
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -11,316 11,000 128,152 127,836
Total Liabilities 48,316 24,000 171,848 244,164
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 2,989 0 5,489
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 2,989 0 5,489
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 661 661
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) 373 350 0 723
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 421 400 0 821
Credit card payments 200 0 0 200
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) 0 0 450 450
Total Monthly Income less Expenditure 1,506 2,239 -1,411 2,334
Total Expenditure 994 750 1,411 3,155
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