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 0 0 0 0
Savings (e.g. bank a/c, building society) 1,000 0 2,000 3,000
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 1,000 0 277,000 278,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 161,000 161,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 16,000 16,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 2,392 0 0 2,392
Credit card balance 6,300 0 0 6,300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -7,692 0 100,000 92,308
Total Liabilities 8,692 0 177,000 185,692
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,188 3,000 0 5,188
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,188 3,000 0 5,188
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 600 600
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 0 600 600
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 217 0 0 217
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 1,721 3,000 -2,000 2,721
Total Expenditure 467 0 2,000 2,467
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