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 0 400,000 400,000
Car 7,000 15,000 0 22,000
Savings (e.g. bank a/c, building society) 0 0 10,000 10,000
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 7,000 15,000 410,000 432,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 258,850 258,850
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 73,000 73,000
Personal loans (unsecured) 6,337 0 0 6,337
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 10,000 0 10,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 663 5,000 78,150 83,813
Total Liabilities 6,337 10,000 331,850 348,187
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,200 2,000 0 4,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,200 2,000 0 4,200
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 919 919
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 1 1
Personal loans (unsecured) 144 0 0 144
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 259 0 259
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 250 0 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 1,806 1,741 -920 2,627
Total Expenditure 394 259 920 1,573
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