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 0 310,000 310,000
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 6,000 0 0 6,000
Investments (e.g. ISA/unit trust/shares etc) 550 0 0 550
Other Assets 0 0 30,000 30,000
Investment Property 0 0 0 0
Total Assets 13,550 0 340,000 353,550
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 169,000 169,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 248 0 0 248
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 11,260 0 0 11,260
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,042 0 171,000 173,042
Total Liabilities 11,508 0 169,000 180,508
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,400 990 0 3,390
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,400 990 0 3,390
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 950 950
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) 23 0 0 23
Ex-host debt 0 0 0 0
Overdraft payments 5 0 0 5
Hire purchase repayments 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 240 240
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 2,222 990 -1,590 1,622
Total Expenditure 178 0 1,590 1,768
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