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 0 336,500 336,500
Car 0 0 13,500 13,500
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 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 350,000 350,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 301,904 301,904
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,594 12,500 0 19,094
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 11,271 13,000 0 24,271
Unpaid income tax 0 0 0 0
Other liabilities 2,855 0 0 2,855
Total Assets less Liabilities -20,720 -25,500 48,096 1,876
Total Liabilities 20,720 25,500 301,904 348,124
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 2,878 0 5,378
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 2,878 0 5,378
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,708 1,708
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) 303 573 0 876
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 289 0 289
Credit card payments 660 600 0 1,260
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 400 0 0 400
Utilities (Gas/water/Elec/phone/internet) 140 100 150 390
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 997 1,316 -2,158 155
Total Expenditure 1,503 1,562 2,158 5,223
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