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 95,000 95,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 3,000 0 0 3,000
Other Assets 10,000 0 0 10,000
Investment Property 0 0 0 0
Total Assets 38,000 0 95,000 133,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 89,231 89,231
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 24,700 0 0 24,700
Ex-host debt 0 0 0 0
Utilised Overdraft 3,850 0 0 3,850
Hire purchase balance 10,500 0 0 10,500
Credit card balance 22,500 0 0 22,500
Unpaid income tax 0 0 0 0
Other liabilities 681 0 0 681
Total Assets less Liabilities -24,231 0 5,769 -18,462
Total Liabilities 62,231 0 89,231 151,462
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 2,700 0 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,800 2,700 0 4,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 547 547
Rental payments (if applicable) 0 0 852 852
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 840 0 0 840
Ex-host debt 0 0 0 0
Overdraft payments 100 0 0 100
Hire purchase repayments 225 0 0 225
Credit card payments 1,000 0 0 1,000
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 200 200
Total Monthly Income less Expenditure -365 2,700 -1,749 586
Total Expenditure 2,165 0 1,749 3,914
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