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 0 350,000 350,000
Car 18,000 0 0 18,000
Savings (e.g. bank a/c, building society) 3,000 3,000 5,000 11,000
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 21,000 3,000 355,000 379,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 255,608 255,608
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 12,490 0 0 12,490
Personal loans (unsecured) 12,078 0 0 12,078
Ex-host debt 0 0 0 0
Utilised Overdraft 7,000 0 0 7,000
Hire purchase balance 0 0 0 0
Credit card balance 8,782 0 0 8,782
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -19,350 3,000 99,392 83,042
Total Liabilities 40,350 0 255,608 295,958
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 1,400 0 1,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 1,400 0 1,400
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,193 1,193
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) 267 0 0 267
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 292 0 0 292
Credit card payments 70 0 0 70
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 200 200
Total Monthly Income less Expenditure -629 1,400 -1,543 -772
Total Expenditure 629 0 1,543 2,172
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