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 0 282,000 282,000
Car 0 0 21,206 21,206
Savings (e.g. bank a/c, building society) 7,500 5,000 0 12,500
Investments (e.g. ISA/unit trust/shares etc) 1,500 0 0 1,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 9,000 5,000 303,206 317,206
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 249,549 249,549
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 4,045 0 4,045
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 27,537 27,537
Credit card balance 1,280 380 0 1,660
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,720 575 26,120 34,415
Total Liabilities 1,280 4,425 277,086 282,791
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,459 0 2,459
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 2,459 0 2,459
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,073 1,073
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) 0 150 0 150
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 380 380
Credit card payments 55 19 0 74
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 80 80
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 100 100
Total Monthly Income less Expenditure -55 2,290 -1,633 602
Total Expenditure 55 169 1,633 1,857
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