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 0 275,000 275,000
Car 5,000 0 0 5,000
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 20,000 0 0 20,000
Investment Property 0 0 0 0
Total Assets 25,000 0 275,000 300,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 131,745 131,745
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,794 0 0 1,794
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 9,600 0 9,600
Credit card balance 3,445 0 0 3,445
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 19,761 -9,600 143,255 153,416
Total Liabilities 5,239 9,600 131,745 146,584
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 595 0 3,595
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 737 0 737
Total Income 3,000 1,332 0 4,332
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 840 840
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) 66 0 0 66
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 240 0 240
Credit card payments 80 0 0 80
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 380 380
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 840 840
Total Monthly Income less Expenditure 2,854 1,092 -2,060 1,886
Total Expenditure 146 240 2,060 2,446
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