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 0 360,000 360,000
Car 4,000 0 0 4,000
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 0 0 0 0
Investment Property 0 0 295,000 295,000
Total Assets 4,000 0 655,000 659,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 201,000 201,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 4,739 0 0 4,739
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,359 5,000 0 10,359
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -6,098 -5,000 454,000 442,902
Total Liabilities 10,098 5,000 201,000 216,098
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,600 1,600 0 4,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 102 102
Total Income 2,600 1,600 102 4,302
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,072 1,072
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) 229 0 0 229
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 143 119 0 262
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 100 0 100
Utilities (Gas/water/Elec/phone/internet) 0 0 247 247
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 2,228 1,381 -2,217 1,392
Total Expenditure 372 219 2,319 2,910
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