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 0 330,000 330,000
Car 12,000 6,000 0 18,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 12,000 6,000 330,000 348,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 156,255 156,255
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 8,921 0 0 8,921
Ex-host debt 0 0 0 0
Utilised Overdraft 1,000 0 0 1,000
Hire purchase balance 784 0 0 784
Credit card balance 2,425 2,000 0 4,425
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,130 4,000 173,745 176,615
Total Liabilities 13,130 2,000 156,255 171,385
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,850 1,943 0 4,793
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,850 1,943 0 4,793
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 625 625
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) 414 0 0 414
Ex-host debt 0 0 0 0
Overdraft payments 30 0 0 30
Hire purchase repayments 157 0 0 157
Credit card payments 110 60 0 170
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 250 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 850 850
Total Monthly Income less Expenditure 2,139 1,883 -1,725 2,297
Total Expenditure 711 60 1,725 2,496
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