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 0 100,000 0 100,000
Car 0 20,000 0 20,000
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 0 120,000 0 120,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 47,000 0 47,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 4,320 0 0 4,320
Ex-host debt 0 0 0 0
Utilised Overdraft 995 0 0 995
Hire purchase balance 0 18,000 0 18,000
Credit card balance 957 0 0 957
Unpaid income tax 0 0 0 0
Other liabilities 780 0 0 780
Total Assets less Liabilities -7,052 55,000 0 47,948
Total Liabilities 7,052 65,000 0 72,052
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,964 3,500 0 5,464
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,964 3,500 0 5,464
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 169 0 169
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) 344 0 0 344
Ex-host debt 0 0 0 0
Overdraft payments 40 0 0 40
Hire purchase repayments 0 500 0 500
Credit card payments 40 0 0 40
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 50 0 0 50
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 285 0 0 285
Total Monthly Income less Expenditure 1,205 2,831 0 4,036
Total Expenditure 759 669 0 1,428
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